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

    Associate Vice President, Investments


Brian Rockwell is a CERTIFIED FINANCIAL PLANNER professional and has been in the financial services industry since 1992. As a CFP® professional, 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 present the appropriate strategies and suitable alternatives available.

  • Some of the designations he has earned:
  • CFP® Board of Standards, Washington, D.C.
  • 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 23 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 and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.