Robert Rothenberg
CFA, CIWM, FCSI
Chief Executive Officer
Mr. Robert Rothenberg is the CEO of Rothenberg Wealth Management. He has over 30 years of industry related experience and is licensed as a Portfolio Manager working out of our Calgary location.
Robert holds a BA with a Major in Economics from the University of Western Ontario. He is a Chartered Financial Analyst charter holder (CFA) and is a member of the CFA Institute. He has obtained the Certified International Wealth Manager designation (CIWM) through the Canadian Securities Institute and holds the Fellow of the Canadian Securities Institute designation (FCSI).
Robert has extensive knowledge and experience providing high net worth households with holistic and transparent advice in the areas of retirement planning, wealth management, and estate and succession planning.
For more information about our Wealth Management Advisors, please consult the CIRO Advisor Report.