Page 9 - Boca Exposure - September '19

Boca Exposure, Page 9
Update From Boca Raton Mayor Scott Singer

Scott Singer and his wife is down, and home values are up. And, just recently, we to continue my service as mayor. With their support, I’m
are members of Broken started an important discussion about mobility that might excited to kick off my campaign for re-election as mayor
Sound Club. have long-range benefits to our business strength, our with a reception at Loch Bar at Mizner Park on Thursday,
After just 16 months as downtown, and beyond. Sept. 26, at 5:30 pm. I am running for re-election to
mayor, I’m proud of the My time serving the residents of Boca Raton has been continue working for long-term solutions for safe and
results we’ve achieved for made all the more special by the opportunity to work with livable neighborhoods, appropriate development, stronger
Boca Raton. We finalized so many dedicated people. It starts with the residents, job growth, improved traffic and mobility planning, and
plans for, and saw, the and I’m honored to represent the 100,000 residents of better schools and opportunities for our children. Hope
construction of the first our unmatched city. Through my town hall meetings, you and your neighbors might join us.
new public school in outreach, and regular communications, I’ve gained a Between now and the important March 17, 2020
Boca Raton in more than wealth of views and comments that have helped me better municipal election, I look forward to doing what I’ve
a decade. We added many address the needs of our families and businesses. I’m done since I was first elected to serve five years ago:
millions of dollars in improvements to roads, green honored to work with my colleagues on the city council be a leader who listens. As of the print deadline, we are
space, and infrastructure with no tax increase and while and the dedicated team of nearly 1,900 employees whose finalizing the dates for my next in-person town hall in
keeping our millage rates low. We raised standards for dedication to providing world-class services shines October, and telephone town halls. I hope you’ll consider
new buildings and have seen better designed projects as through every day. sharing your views there and hearing what your neighbors
a result. We partnered with the school district to better We have more work ahead, and I hope we can continue think. Thousands of residents have taken part, and our
ensure the safety of our students. We’ve continued to this journey together. As fall approaches, I’m grateful for community is stronger for this participation. You can
attract high-paying jobs to our thriving economy. Crime the many dedicated residents who have encouraged me receive updates on these public discussions and more Boca
news by connecting on social media at @ScottSingerUSA
on Facebook, Twitter, and Instagram.
Huge thanks go out to every resident who has taken
a few hours, or even minutes, to share your thoughts,
concerns, or questions with me. The cornerstone of
serving constituents is actually listening and responding
Financial Planning - Raymond James Financial Services, Inc. to your concerns, and that guides me every single day. As
always, I welcome your thoughts at ssinger@myboca.us.
It Should Be Personal Arthur Rottenstein Your opinion matters to me!
If you’d like to see more of my policy platform or learn

Registered Securities Principal
The Manager of one of Raymond James 561-241-6616 more about the campaign – and how you might help – as
we prepare to knock on thousands of doors, please visit
executive council level branches credits his ArthurRottenstein@ SingerForBoca.com.
RaymondJames.com
father, a tuxedo shop owner in Yonkers, New bocaratonfinancialplanner.com I trust you share my commitment to working for
York for his success. Arthur Rottenstein, a long-term solutions for safe and livable neighborhoods,
Raymond James Registered Securities Principal stronger job growth, improved mobility, and better
serving Boca Raton, learned important life opportunities for our children. To keep up our progress, I
lessons from his father, who owned the popular Joseph Carpenito hope to keep working with you and for you. Thank you for
clothing shop, and his mother, a lifelong the opportunity to serve as a strong voice for the residents
advocate for the less fortunate. A survivor of the Financial Advisor of Boca Raton!
Nazi Holocaust, his father’s horrific experience 561-241-6616
did not diminish his benevolence; he genuinely Joseph.Carpenito@ Poet’s Corner:
raymondjames.com.
cared about his customers and connected with
them easily. 301 Yamato Road, Suite 3160 Ode To
Mr. Rottenstein began his lengthy career in Boca Raton, FL 33431
finance in 1982, moved his practice to Boca
Raton in 1991. Generally, his clients are affluent families and business owners. Philip Karp
“I keep my book of business to a manageable level. It’s all-important to me to know we provide
our clients high quality and dedicated personal service and demonstrate that we genuinely care.
Advisors who try to work with 500 to 600 and more investors at one time can’t possibly keep up By Jerry Yass, a Broken
with their clients’ changing financial lives and family dynamics,” says Rottenstein. Sound resident. The
following was written by
Mr. Yass on Aug. 11, 2019.
Genuine Compassion, Remarkable Creativity
Today is August 11th, 2019.
Like father, like son, Mr. Rottenstein has instilled many of the same traits in his team. In recruiting Celebrating Philip’s
professionals to his practice, he first and foremost seeks out those who share his commitment to client birthday at Broken Sound
care, like Joseph Carpenito, a young man he hired and has trained for about 10 years. “My primary is the place to be seen.
concern is ensuring my clients will be well-served for decades and generations ahead,” he says. Paula’s invite said it was a
Rottenstein, Carpenito, and the rest of the Boca Raton Financial Planners team take an surprise party.
individualized approach to retirement planning, estate planning, money management, and more. Everyone invited knew
As fee-only advisers, they tailor plans and strategies for each individual, taking into account it was going to be most
foreseen risks while considering the unexpected. “Each client has the advantage of our collective hearty.
experience and training,” explains Rottenstein. “This collaborative approach allows us to find I believe the guests came from far and wide.
creative solutions.” Rottenstein and his team also manage client accounts to help minimize tax “Don’t tell Phil,” said Paula about this surprise, or I’ll
burdens and capitalize on market opportunities. whip your hide.
The group is well respected for their work in the area of estate planning. “Creativity is key,” This birthday celebration for Phil is number 85 and he’s
says Rottenstein, who has worked with family owned businesses, and helped with various aspects raring to go.
such as transitions, and business sales. “The use of trusts and other strategies helps ensure a Paula putting this together is certainly one fine show.
client’s assets are passed down to heirs in accordance with the client’s wishes, while minimizing
tax obligations to the extent possible. When I told Helen about this affair, she said we must go.
Despite their focus on a manageable book of business rather than seeking high volume, Boca Drop all engagements so we, too, can glow.
Raton Financial Planners is ranked in the top 23 percent of Raymond James branches nationwide A few years ago, Helen, I, Phil and Paula spent a fun few
as of April 2019 and Mr. Rottenstein was included in the Executive Council* of Raymond James days in Las Vegas, Nevada.
four out of the last five years. Played craps, ate well and saw some great shows, lost a
few bucks and didn’t get smarta.
“We’re very proud of our track record of success,” says Rottenstein. “But above all, developing
strong client relationships and satisfaction is and will always be our priority.” Playing at the crap table were only kids, except for me and
Phil Karp.
The crowd was so young, I could honestly say we were the
Arthur Rottenstein is a Registered Securities Principal and Branch Manager with Raymond James Financial Services, Inc. in Boca only members of AARP.
Raton and founder of Portfoliorepair.com. He has been managing the financial affairs of a number of select families in South Florida
since 1982. Please feel free to call for an appointment at (561) 241-6616 or email him at arthur.rottenstein@raymondjames. What a joy it is to see everyone today.
com. Please feel free to visit his website at bocaratonfinancialplanner.com.Securities offered through Raymond James Financial Wishing Phil a Happy Birthday for I, too, have had my say.
Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.
So here’s to you, dear friend.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative Enjoy the day and the message this ode will send.
of any one client’s experience, is not an endorsement, and is not indicative of advisors’ future performance. No fee is paid in
exchange for this award/rating. Investing involves risk and investors may incur a profit or a loss. This material is being provided for When Paula does this again, I hope we will all be around.
information purposes only and is not a complete description, nor is it a recommendation. Any opinions are those of the author and For where else can we have such joy but at Broken Sound.
not necessarily those of Raymond James. You should discuss any tax or legal matters with the appropriate professional.
As Seen In Kiplinger’s Lift your glasses for a toast to Phil.
Let’s hear it loud and clear and not be still.