Broker Check

Doug Rotman, CFP®, CKA®, is a SmartVestor Pro in Carmel, Indiana, serving the greater northern Indianapolis area.

What does it mean to be a SmartVestor Pro?

I agree to the SmartVestor Code of Conduct.

I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.


I have the heart of a teacher, not the attitude of a salesman.

I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.


I care about your future.

I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.