• Brian B. Rockwell , CFP®, AIF ®, ChFC®, RICP®, CDFA®, CLU®

    CERTIFIED FINANCIAL PLANNER
    ACCREDITED INVESTMENT FIDUCIARY®

    Associate Vice President, Investments

Brian Rockwell is a CERTIFIED FINANCIAL PLANNER professional and an ACCREDITED INVESTMENT FIDUCIARY® has been in the financial services industry since 1992. As a CFP® professional and an AIF®, he considers himself somewhat of a financial teacher, translating the industry jargon into understandable information. Brian takes time to listen and understand what his clients want to accomplish beforehand so he can present the best possible strategies to his clients.

  • Some of the designations he has earned:
  •  
  • CERTIFIED FINANCIAL PLANNER - CFP®
  • CFP® Board of Standards, Washington, D.C.
  • Accredited Investment Fiduciary® - AIF®
  • Center for Fiduciary Studies
  • Certificate of Specialization in Financial Planning
  • Nova Southeastern University
  • Retirement Income Certified Professional® - RICP®
  • American College, Bryn Mawr, PA
  • Chartered Financial Consultant - ChFC®
  • American College, Bryn Mawr, PA
  • Certificate in the "Financial and Emotional Issues of Separation and Divorce"
  • American College, Bryn Mawr, PA
  • Certified Divorce Financial Analyst - CDFA
  • Institute for Divorce Financial Analysts
  • Real Estate Divorce Specialist
  • Financial Divorce Association
  • Chartered Life Underwriter - CLU®
  • American College, Bryn Mawr, PA

Brian is a Registered Investment Advisor Representative. He has a Series 7 & 63 license, and is currently working with clients in 26 states providing investment and financial planning advice. He is insurance licensed with the state of Florida and others for long term care (home health care), life insurance and all types of annuities.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.