Rocky has been in the financial services industry his entire career. He founded Greene Financial Services Inc. in 2006 to offer clients independent advice and planning. He embraces the Team Approach in managing all your affairs. Rocky is your day to day contact while his skilled back-office team members keep your financial engine running smoothly with the latest in technology and services.
Credentials: Fiduciary*, Investment Advisor Representative, and Charter Retirement Planning Counselor®. He is licensed in multiple states for securities and insurance. Rocky has 25 years of experience working directly with individuals and businesses in investment and risk management, with a focus toward Retirement & Income Planning.
In the community, Rocky has run a Financial Literacy Outreach program to provide education and guidance on a variety of topics for over 15 years. He graduated from University of Iowa, with degrees in Finance and Marketing.
Rocky, his wife and three children, make their home in Naperville.
*Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.