Orion is pleased to welcome Jeff Rotherham, CFP®, as our new Director of Financial Planning. Over the course of his career, Jeff has developed and implemented hundreds of financial plans for clients in a wide range of circumstances.
About Jeff
Prior to embarking on his career in financial planning, Jeff served in the U.S. Navy for 20 years as a Master Explosive Ordinance Disposal (EOD) Technician/Special Operations Operator. He served in several combat theatres of operation to include Operation Enduring Freedom and Operation Iraqi Freedom.
While serving in the Navy, Jeff was continually nominated as the Command Financial Specialist (CFS). In this role he counseled hundreds of service members and their families in financial management.
Jeff holds a Bachelor of Science degree in Workforce Education and Development from Southern Illinois University and is currently working toward his Master of Science degree in Advanced Financial Planning at Golden Gate University in San Francisco.
Jeff resides in Coronado with his wife Sarah and their three children. He is a regular volunteer at Coronado schools and various athletic activities. He is an active supporter of the EOD Warrior Foundation and the Naval Special Warfare Family Foundation. In his free time, Jeff enjoys time with family and friends, travel, wine tasting and Brazilian Jiu-Jitsu.
About Orion Capital Management LLC
Orion is an independent, fee-only Registered Investment Advisor founded in Coronado in 2002. We provide a wide range of financial services, including:
Customized Investment Management. We devise, implement and manage for each client a customized investment strategy that is both consistent with our client’s risk tolerance and appropriate for our client’s financial circumstances.
Complete Financial Planning. We work with each of our clients to identify their financial objectives and aspirations, then design comprehensive financial plans to pursue those goals.
High-Impact Tax Strategies. We make sure our clients are doing whatever they can across their entire financial lives to build wealth in the most tax-efficient manner possible.
Independent, Objective Advice. Orion is a fee-only Registered Investment Advisor. We operate under a fiduciary standard, putting the interests of our clients ahead of our own. We are veteran-owned and have no affiliation with any other financial institution. We work only for our clients.
For a no-obligation review of your investments and financial situation, contact us at [email protected] or 619-435-1701. Visit us online at www.OrionCapitalMgmt.com.
