CPA, MBA, Registered Representative

Steven J Rothwein, was born in Norristown, PA in 1967. Upon graduating from Bishop Kenrick High School (1985), Steve went on to Widener University (1989), where he received a Bachelor of Science degree in Accounting. Steve obtained the Certified Public Accountant (CPA) designation from the Commonwealth of PA, Dept. of State, State Board of Accountancy and worked for several years in public accounting performing audits of manufacturing clients as well as preparing corporate and individual income tax returns. He has passed his FINRA Series 6 and 63 exams.

Steve then moved on to the corporate world where he joined one of the world’s largest biopharmaceutical companies. After progressing through several different areas of the business, Steve’s most recent role was as a Finance Director in the Business Development function. His responsibilities included supporting the CFO in major acquisitions and product in-licensing decisions.

In addition, Steve volunteers with Junior Achievement, an organization dedicated to educating students in grades K-12 about entrepreneurship and financial literacy through hands-on programs.

He is a member of the American Institute of Certified Public Accountants (AICPA), the Financial Planning Association (FPA), and the Central Chapter of Pennsylvania Society of Public Accountants.

At ITFP, Steve is responsible for client’s accounting, tax & operational needs, as well as, the preparation of individual returns. Steve is responsible for the firm’s various special projects.


Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.

Independent Tax and Financial Planners, P.C. is not a registered broker/dealer or a registered investment advisory firm.