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Private Wealth Services & Investment Advisory | Blackbridge Financial | David Rotatori, CFP®, CIMA®
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David Rotatori, CFP®, CIMA®

Blackbridge Financial

“Holistic planning. Sincere advice. The needs of my clients come first.”

David Rotatori, CFP®, CIMA®

Check the background of this investment professional

Phone: (855) 6-BRIDGE x30

Email: drotatori@bbridgefin.com

Address:

11525 N. Community House Rd., Suite 575
Charlotte, NC 28277

David Rotatori, CFP®, CIMA®

CERTIFIED FINANCIAL PLANNERTM Practitioner

For more than a decade, David has proficiently drawn upon his education, industry training, and experience to serve his clients.  As both an accredited professional in investments and planning, he excels at tying insurance, tax, estate, and retirement needs into his portfolio recommendations.  Dedicated to developing strong relationships with his clients, David puts their needs first and provides genuine advice in a professional and efficient way.  His clients appreciate his candor and the sincerity with which he advises them.

 

David earned his bachelor’s degree in Business Administration with a concentration in Finance from the Goizueta Business School at Emory University. He is a graduate of the Certified Financial Planner program at Queens University in Charlotte and received the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business at the University of Pennsylvania.

 

Originally from Connecticut, David has been a Charlotte resident since 2008. Away from the office, he enjoys soccer, golf, and applying his culinary skills.

Most Recent Passport Stamp

Ireland

 

Hidden Talent

Black Belt in Tang Su Do

 

Accomplishments

Creating a sports radio talk show, playing semi-pro soccer, consulting with and providing fundraising initiatives for non-profit organizations and charter schools in the Atlanta area, receiving an award for recognition of outstanding community service.

 

Education 

Emory University, Atlanta, GA; Bachelors of Business Administration

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 65

Uniform Investment Adviser

Held with Independent Advisor Alliance

CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

CIMA®

Certified Investment Management Analyst

Securities Registration States:

NC, NY, TX, CA

Insurance Registration States:

NC, NY, TX, CA

Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.