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 Rotman 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 Rotman 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.
With the heart of a teacher, Doug is a Dave Ramsey SmartVestor Pro.
One of Doug's passions is to be a special help to widows and widowers in a time of great need.
Active in the community, Doug serves on the board of the Financial Planning Association of Greater Indiana and volunteers with the Finance Ministry at Northview Church in Carmel, IN.
Doug and his wife Emily also enjoy parenting two lively and entertaining young boys. Doug also stays busy exercising, preparing for triathlons, and cheering on the Cubs and the Colts.
Doug is the Founder and CEO of True Wealth Stewards, an Independent Registered Investment Advisor.