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Team

Serving you with integrity and passion

Meet Our Team


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Leo Rotman, CFP®

Principal

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Dmitry Frenklakh, CLTC®

Financial Adviser

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Jackson Rotondo

Associate Financial Advisor

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Strategic Resources


Here at River Financial Group, we work with a wide variety of clients who have complex financial needs. Whether we’re doing special needs planning, retirement planning, or comprehensive financial planning, we’re fortunate to have a team we can rely on that’s comprised of experts in different disciplines. Click below to learn more about our advanced planning and investment resources.

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Through Eagle Strategies, Leo and Dmitry provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser“ and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

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Our Commitment


Proud Supporters of…

Federation for Children with Special Needs
BestBuddies
Chabad Jewish Center of Subsidiary
Center for Autism and Related Disabilities

Massachusetts Office


201 Jones Rd, Fifth Floor
Waltham, MA 02451

Call: (781) 398-1351
Email: info@riverfg.com

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Schedule With Leo Rotman
Schedule With Dmitry Frenklakh
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Florida Office


66 West Flagler St. 9th floor
Miami, FL 33130

Call: (305) 250-2445

Disclosure

Leo Rotman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4397336), CT, FL, MA, and NC. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Leo Rotman is licensed and authorized to offer insurance in California, but River Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Leo Rotman is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd 5th Fl, Waltham, MA, 02451, 781-398-1351. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, NC, NH, NM, NY, TX, UT, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Leo Rotman is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, FL, GA, IL, MA, NC, NH, NM, NY, TX, UT, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Dmitry Frenklakh is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0M42250), CO, FL, GA, IL, MA, NY, OH, PA, and RI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Dmitry Frenklakh is licensed and authorized to offer insurance in California, but River Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Dmitry Frenklakh is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd 5th Fl, Waltham, MA, 02451, 781-398-1323. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, IL, MA, NY, OH, PA, RI, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Dmitry Frenklakh is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, FL, GA, IL, MA, NY, OH, PA, RI, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

River Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither River Financial Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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