Jeffrey D. Rockwell, CRPC®
Founder and Partner, Chartered Retirement Planning Counselor
For more than 21 years, Jeffrey has assisted a select group of affluent clients with investment and wealth preservation strategies. He has a defined process by which he works for each client, insisting on understanding the specific situations of that particular client’s needs. By establishing objectives, developing an appropriate strategy, recommending solutions, and reviewing the results, you are educated on making progress toward pursuing your goals. He has earned the Chartered Retirement Planning Counselor certification from The College for Financial Planning.
Jeffrey developed his consultative and planning skills while founding and leading Scepter Enterprises, LLC, a leading technology executive recruiting practice. He worked closely with top-level management to build a business plan and secure senior-level management positions with such firms as Gartner Group, MCI, Sprint, XO Communications, and 360 Networks. Jeffrey began his wealth management career with Merrill Lynch in 2002 as a financial advisor in White Plains, New York. He was promoted to senior financial advisor as part of the Private Client Services Group before joining Commonwealth Financial Network in 2009. Jeff is now an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser.
Always willing to give back to his community, Jeffrey has served previously as Chairman of the board for the White Plains YMCA along with other roles over an 8-year span. A former athlete, he also enjoys coaching in the White Plains Little League. Jeffrey resides in Ridgefield, CT with his four children, Gianna, Rolston, Jessica and Tyler.
Jeffrey enjoys live music, hiking, kayaking, and sports with his family and dogs.......Bailey and Slate.
2012-2016, 2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in November 2022 based on data gathered within 12 months preceding the issue date. 2950 advisors were considered, 290 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Damian Petta, CRPC®
Private Wealth Advisor, Chartered Retirement Planning Counselor
The ability to understand the needs of clients and the importance of aggressively managing risk, came early-on for Damian. As a founder and president of RPP Trading, he started his financial career at age 23 on the trading floor of the NYCE (New York Commodities Exchange).
This fast-paced, challenging, and often unpredictable environment taught Damian the skills that continue to help him succeed in managing every aspect of his clients’ financial lives. During 20 years as a financial advisor and Chartered Retirement Planning Counselor (CRPC), Damian’s calm demeanor and vast knowledge of the markets have enabled him to switch gears in unpredictable market conditions, thereby helping preserve his clients’ wealth. As a Chartered Retirement Planning Counselor, his financial acumen allows his clients to be relaxed enough to enjoy the fruits of the day and confident that he may help them to a successful future. Damian is now an Investment Adviser Representative of Commonwealth Financial Network.
Damian’s other passions include music and food. In the mid-'90s, Damian took a hiatus from the financial world, putting some of his other skills to work as a chef for some of the most prestigious four-star restaurants in New York City, including Chanterelle, Bouley, and Sony’s executive dining room. As an accomplished guitarist, Damian enjoys listening to and playing live music. All of these passions, he shares and enjoys with his sons DJ and Riley and daughter Thea.