Our Founder

Damian Rothermel, CFP®

Since 1998, Damian Rothermel has been working to help individuals and families improve their financial lives. As an independent Certified Financial Planner™ Damian works with clients to help them develop financial strategies customized to their personal needs, goals, and situation. He aims to help each client create a comprehensive plan that covers all areas of their financial life and to help them address specific immediate needs such as Social Security maximization, college planning and funding, 401(k) rollovers, and preparing for Required Minimum Distributions.

Call Damian Rothermel today to learn more about how he can you address your needs and improve your financial future!

3 Reasons to Work With Us

Income Generation

We can help you establish renewable streams of income you can count on throughout retirement.

Asset Preservation

Our income-generating investment strategies are designed to help preserve your hard-earned savings. 

Tax Minimization

We can help you avoid paying any more in taxes than you are legaly obligated to. 

What Our Clients Are Saying!

Check out what some of our clients are saying about us.

Richard D. 

Dallas, Texas

My advisor at Rothermel Financial Services, LLC helped me transform my savings into a renewable source of income for retirement.

Doug H. 

Northridge, California

My advisor at Rothermel Financial Services, LLC helped me transform my savings into a renewable source of income for retirement.

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 30-minute call with one of our advisors.

You can also call us directly at (971) 404-8662