Back to College Financial Planning home page

We at Rothstein and Associates, a Professional Corporation, are obligated to act in a way that will serve our clients' interest, honor our clients' trust, and demonstrate confidence in our integrity, competence and commitment to professionalism. We operate under the principles of the code of professional conduct of the American Institute of Certified Public Accountants (AICPA). The principles call for an unswerving commitment to honorable behavior, even at the sacrifice of personal advantage. We are committed to act with the highest ethical behavior, performing with integrity, while providing the highest quality services and support possible.

My name is Randall F. Rothstein, president of Rothstein and Associates. I bring to my clients the principles of the AICPA, two decades of ongoing tax intelligence, and accreditation as a Personal Financial Specialist, along with credentials as a Certified College Planning Specialist. Over the years my interest in College Financial Planning has developed into my passion. I developed the College Financial Planning division of Rothstein and Associates to provide an unbiased service that allows our clients to benefit from our expertise in planning for a college education without jeopardizing your retirement.

Our vision is to reduce parents out-of-pocket expenses associated with higher education for their children, and to help parents avoid the mistakes related to the rules and regulations that are necessary for the filing of the required forms.

 

Back to College Financial Planning home page