Brandon Rotsky has a passion for helping others and bringing their vision and legacy to life. As a Wealth Advisor, Brandon aims to build a partnership with clients as they navigate key areas of financial planning, risk management, and investment management in order to create sustainable income in retirement and thoughtful and effective estate planning solutions.
Brandon holds the Series 7 and 66 licenses, the Illinois Life and Health Insurance licenses, and is a Certified Financial Planner (TM) professional. He received his Bachelor’s degree from The Ohio State University with a focus on Investments and Economics at the Fisher College of Business. He also studied for his CFP® coursework at Northwestern University’s School for Professional Studies.
Brandon was born and raised in Beachwood, OH. He is an avid sports fan cheering on all the Cleveland and Ohio State teams. He enjoys running along Chicago’s Lake Shore and riding on his Peloton. He’s also an avid supporter of his family’s not-for-profit The Rotsky Foundation for Mentors; a mission driven organization that partners inner-city youth with local professionals to serve as their mentor. Brandon lives in the Chicago, IL neighborhood of Gold Coast with his girlfriend, Jamie, and their black lab, Memphis.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.