About us
Leo Rotman founded River Financial Group because he kept seeing the same problem. Families who were financially successful, deeply caring, and completely overwhelmed – deserved better than a patchwork of specialists who never talked to each other.
River is the firm he wished had existed when he started asking the same questions you are asking now.
OUR TEAM
Leo Rotman, CFP®
Founder and Managing Partner
Leo Rotman has spent 25 years in financial planning. He founded River because he kept seeing the same gap: families who had done the right things financially but had never had anyone bring the full picture together.
Leo is a father. He understands what it means to love someone whose future depends on a plan that works. That is why he built River, and why every conversation starts with an integrated view of the full picture, not just one piece of it.
Eric Jorgensen, CFP®
Chief Operating Officer and Disability Consulting
Eric Jorgensen spent 20 years in the U.S. Navy before building a second career in financial planning. He brings a deep understanding of disability planning to every client engagement, informed by both professional experience and firsthand insight. Eric leads River Financial Group’s operations and disability planning initiatives, helping families navigate complex financial decisions with practical guidance and a long-term perspective.
Jackson Rotondo
Associate Financial Advisor
Jackson has been working in financial services since 2019. He received a B.A. in economics from Boston College and was a diver on the swimming & diving team.
Jackson is passionate about helping families achieve their personal and financial goals through his holistic planning approach. Having been an agent with New York Life prior to joining River Financial Group, he loves educating different people on insurance and retirement planning. He resides in downtown Boston, MA with his two cats, Ziggy and Marley. When he isn’t researching investments and the economy, Jackson enjoys music, going to sports games with friends, playing in a men’s softball league, and getting back on the diving board while he’s still able.
OUR APPROACH
Integration Is the Product.
Benefits Planning Is the Tool.
River is a planning firm with a benefits specialty. We are not a benefits firm. That distinction defines every service, every piece of content, and every client conversation.
Our job is to bring the full picture together retirement income, estate coordination, insurance strategy, investment management, and public benefits planning Into an integrated plan designed to support their family’s future. Each piece informs the others. That is what integration means.
WHO WE WORK WITH
River Financial Group works with families who have built financial success but have never had anyone bring the full picture together. Investments. Estate. Insurance. Into a plan they can count on.
OUR COMMITMENTS
Four Things We Commit to Every Family
We will act in your family’s best interest.
We will provide you customized recommendations tailored to your family’s situation.
We will keep the whole picture in view – not just our piece of it.
We will be here for the long term, not just the transaction.
OUR COMMITMENTS
Four Things We Commit to Every Family
We will always act in your family’s best interest.
We will never recommend something we would not recommend to our own families.
We will keep the whole picture in view – not just our piece of it.
We will be here for the long term, not just the transaction.
Ready to See What an Integrated Plan Looks Like for Your Family?
Schedule a 15-minute call. No forms. No pressure. Just a conversation about where things stand and what it would take to bring the full picture together.