• Brian Rockwell Bio Photo

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

    CERTIFIED FINANCIAL PLANNER™
    ACCREDITED INVESTMENT FIDUCIARY®

    Senior Vice President, Wealth Management

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
  • 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Rockwell Financial Group Logo Rockwell Financial Group Logo