Charlie Rotherham, Financial Advisor located in Green Bay, WI

Financial Advisor
Charlie Rotherham

MBA, CEPA®, CRPC™
933 Cardinal Lane, Green Bay, WI 54313opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Football
  • Golfing
  • Pickleball

Team Members

  • Jodi Ostanek
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Phone

(920) 434-7740

Fax

(888) 202-5849

Office Address

933 Cardinal Lane
Green Bay, WI 54313opens in a new window

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