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Investment Adviser Representative
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
Welcome and thank you for taking some time to review our website.
Rocco is an Investment Advisor Representative with Royal Fund Management who advises clients on their investment management and financial planning needs. He is your personal CFO and financial coach. Through his work as an Investment Advisor Representative, Rocco noticed an industry-wide need for honest, transparent and conflict-free service. He focuses on your “big picture” and will develop a plan to assist you in achieving your financial goals.
Rocco has over 20 years of experience in the financial industry including, business development and insurance. He is well known for his integrity and dedication in helping clients achieve their goals.
As a fiduciary, he holds himself to the highest standard of professional ethics. He does not receive commissions and only recommends what is in the best interest for his clients based on the life goals, risk tolerance and personal financial situation. The fiduciary standard of care. It’s a simple concept, yet absent in many client/advisor relationships.
Areas of Focus
Series 65 Fiduciary, Client First Advisory
Fee Only Investment Portfolio Management
(HSA) Health Savings Accounts
Social Security Planning
Retirement Income Planning
Estate Planning and Wealth Conservation
401(k) Maneuver- Click to watch Masterclass Training Videos!
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.