Rocco Foley
Investment Adviser Representative
OFFICE: 352-750-1637

MOBILE: 904-710-0366

TOLL-FREE: 1-888-257-5866

FAX: 352-750-1637


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

Tax Reduction

Estate Planning and Wealth Conservation

401(k) Maneuver- Click to watch Masterclass Training Videos! 



Royal Fund Management Office

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By meeting, you're under no obligation to purchase products and services from Royal Fund Management, LLC.