Named by Barron's Magazine in February of 2011 as one of the nation's top 1000 advisors, Myron Rottenstein has dedicated his career to furthering the financial services profession by building deep and meaningful relationships with his clients.

In Myron's 30 years of financial services industry experience, he has worked with clients and their families to address their holistic investment and financial needs utilizing his skills as a Certified Financial Planner. A Graduate of the State University of New York at New Paltz, Myron earned his Certified Investment Management Analyst Certification (CIMA) from the Wharton School of Business. As one of 70 advisors nationwide accredited as a UBS Institutional Consultant, Myron uses his experience and experience to consult large foundations, pension plans, endowments, and corporations in addition to the services he provides his private clients.

Outside of Myron's financial experience, he has a Masters degree in Social Work and a history of working in non - profit management that continues to guide his core investment and financial planning philosophies. In his private life, Myron serves on the investment committee for the University of Arizona Foundation, on the State of Arizona Cultural Data Project Task Force through the PEW Charitable Trusts, on the Finance Committee of the Tucson Jewish Community Center, as an Executive Committee member for the Southern Arizona Jewish Community Foundation, and served on the planning committee for the 2011 International Jewish Funder's Network. Myron, along with his wife, Anna are the parents of two.

• Certified Financial Planner™ (CFP®), Financial Planning Association
• Certified Investment Management Analyst (CIMA), Investment Management Consultants Association (IMCA)
• Accredited Investment Fiduciary (AIF) fi360
• National Football League Players Association (NFLPA), Registered Player Financial Advisor (NFLPA)

• Masters, Social Work, Arizona State University
• B.A., State University of New York at New Paltz

• Investment Committee, University of Arizona
• Board of Trustees, Jewish Community Foundation of Southern Arizona
• Planning Comittee International Jewish Funder's Network
• State of Arizona Cultural Data Project Task Force PEW Charitable Trusts

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