Jonathan Roth

Jonathan Roth, CPFA, CSSCS, PPC®, is an experienced wealth manager and retirement income specialist currently serving as an Executive Board Member at Lions Clubs International and at Cetera Investors. With a robust background in retirement planning as a former Retirement Plan Specialist at JJ Burns & Company and a Financial Advisor and ERISA Consultant at CFM Advisors, Jonathan has worked extensively with over 250 retirement plans. Previous leadership roles include serving as President of the Community Chest of Port Washington, where fundraising efforts supported local charities. Jonathan began their career as a Financial Representative at Northwestern Mutual and has held various roles in financial services, including Vice President at J.W. Seligman/Ameriprise and SVP at Blaylock Robert Van, LLC. Jonathan earned a BA in Economics from the State University of New York Cortland.