Rockefeller & Associates

CONTACT INFORMATION:
Jeffrey J. Rockefeller, MBA, CFP®
Website
561-575-6363
jeff@mdwealthplanning.com

While developing a customized financial program, Rockefeller & Associates will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

  • Investment management    
  • Retirement strategies    
  • Estate conservation    
  • Annuity products    
  • Long term Care Insurance    
  • Life Insurance    
  • Disability Insurance

JEFFREY J. ROCKEFELLER, MBA

Dr. Jeff Rockefeller is the principle and founder of Rockefeller & Associates, specializing in Physicians Wealth Planning.  He began his career in the Financial Services industry over nine years ago, but his original background was in medicine.  He has been a practicing Podiatric Physician for over 25 years in the Jupiter area.  This background makes him uniquely qualified to relate to the needs of physicians from a broad spectrum of ages and backgrounds.  Jeff can also offer his expertise in addition to his own personal experience in helping  physicians navigate toward financial security and success.  He understands that, while a private medical practice is a small business, physicians truly have their own unique planning needs.
 
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 PLANNER™ Professional.

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