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Michael J. Rothman, Succession Capital Alliance, Newport Beach, CA (949) 527 3209

 

 

“Roger has been an invaluable asset to my practice over the past five years. Running a highly successful, and specialized practice presents many challenges, and he has helped me navigate these obstacles in a very effective way. Working with ultra high net worth clients and sophisticated Advisors can be complex, but Roger has a unique sense of how to make things simple and understandable. Roger has helped me through some difficult decisions and transitions in my practice, and he is always a reliable resource and team member at my side”

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