Northwestern Mutual, a leading financial security company, honors Cassie Rotman, CFPTM, CFDATM, MBA, for her dedication to helping families and businesses achieve financial security. As part of this recognition, Rotman will be inducted into the company’s elite 2024 Forum Group for the fifth consecutive year. Forum award qualifiers represent the top tier of Northwestern Mutual’s industry-leading financial representatives; only five percent of over 6,000 financial representatives receives this recognition. Rotman’s passionate commitment to providing comprehensive financial planning has led her to become the leading female financial advisor in the Northeast.
Rotman, raised in Marblehead, co-founded Power 10 Advisory Partners with her father, Ralph. Both Rotmans have been recently recognized by Forbes as “Top Financial Securities Professionals” and “Best-in-State”. With their complimentary expertise, they look forward to expanding the ways they can better serve their clients together.