Broker Check
Doug Rotman, CFP®, CKA®

Doug Rotman, CFP®, CKA®

Founder, CEO, and Financial Planner

Doug has spent his entire career in financial planning since graduating in 2000 from Cedarville University. Doug has experience helping a variety of clients both locally and across the country. Raised in a home where both parents were teachers, Doug enjoys educating his clients using plain English instead of financial jargon. 

Doug is a CFP® practitioner (or CERTIFIED FINANCIAL PLANNER™ practitioner). and is also held to a fiduciary for his clients. More simply put, Doug is held to the standard of doing what is in his client's best interest.

Doug has also achieved the CKA® designation, also known as a Certified Kingdom Advisor®, by going through training and continuing education about how to be a wise steward of God's money and resources.

Doug and his wife Emily also enjoy parenting two lively and entertaining young boys. Doug also stays busy exercising, preparing for triathlons, watching IndyCar races and cheering on the Cubs and Colts.

Doug is the Founder and CEO of True Wealth Stewards, an Independent Registered Investment Advisor.