FINANCIAL STRATEGIES & RETIREMENT PLANNING

Jeffrey J. Rockefeller, MBA, CFP®


CONNECT

Address:

1025 West Indiantown Road, Suite 101
Jupiter, FL 33458

Phone:

Office: 561-575-6363,Cell: 561-818-8512

Our Staff

JEFFREY J. ROCKEFELLER, MBA, CFP®

Dr. Jeff Rockefeller is the principle and founder of Rockefeller & Associates, specializing in Financial Strategies and Retirement Planning.  Jeff  began his career in the Financial Services industry over sixteen years ago, but his original background was in medicine.  He has been a practicing Podiatric Physician for over 30 years in the Jupiter area.  As a physician, he learned how imperative it is to build and maintain trust.  Additionally, as in medicine, the financial advisor must have only the needs of the client considered.    That is consistently the focus of Rockefeller & Associates.

Recognizing the importance of education, Jeff earned an MBA from Florida Atlantic University, specializing in Financial Planning.  He is a member of both Beta Gamma Sigma (National Business Honor Society) and Phi Kappa Phi honor societies.  In addition to his degree, he holds series 6, 63, 7, 24 and 65 securities licenses along with a Florida State Health, Life and Variable Annuity License.  Dr. Rockefeller is a CERTIFIED FINANCIAL PLANNERTM  professional.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck