Wealth Manager, Wealth Management Division, Financial Services Unit
Areas of Expertise
- Private wealth management industry
- Emerging needs of the new wealthy
Robert Rockwell is a Strategic Partner and Wealth Manager with Plan Financial, the financial services unit’s wealth management division of Plan Life & Wealth Management, Inc.Since first affiliating with Plan Financial in 2000, his practice is focused on wealth management, retirement solutions, and estate planning.
Robert is a graduate of California State University Fresno and Pepperdine University’s School of Business and Management in Malibu, where he earned a Master of Business Administration degree.Robert has been a Certified Financial Planner since 1991.
Past President and board member of the Financial Planning Association (FPA) Central California Chapter, Robert organized educational programs to promote financial planning and fundraising events that benefit the community.
Robert and his wife Karen have five adult children and eight grandchildren (so far). Active in their church and proponents of marriage education, they enjoy skiing, hiking, and travelling.