Robert Rotstan

Managing Director, Owner
Senior PIM® Portfolio Manager


Bob serves his clients as a Senior PIM® Portfolio Manager, where he uses his skills designing strategic asset allocations in asset management, as well as creating fixed income and risk-adjusted diversification strategies.


Bob started in the investment industry in 1976 after earning his B.A. from Chapman University and his J.D., Juris Doctor, although he does not practice law. Bob went on to do post-graduate work as part of the executive education program at the University of Pennsylvania’s Wharton Business School, where in 2006, he also completed his CIMA® – Certified Investment Management certification training. CIMA® certification is the only financial services credential in the U.S. to have met an international accreditation standard for personal certification by the American National Standards Institute.

Other Interests

Among his interests are astrophysics, most subject areas of science anthropology, and archaeology. He was active in the film industry, having completed one feature and two documentary films for Universal Pictures. He is also a published fiction author and a member of American Mensa. Bob lives locally with his wife and has four children and five grandchildren.

The PIM® program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
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