Meet Our Team at Cedar Financial Services

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeffrey Rockwell, CRPC®

Founder & Principal Advisor

(203) 544-4310

jeff@cedar-financial.com

For over 24 years, Jeffrey has been helping affluent families and professionals navigate the complexities of wealth management with confidence and clarity. He understands that behind every portfolio is a person with unique dreams, concerns, and goals—whether that's funding a comfortable retirement, leaving a legacy for children and grandchildren, or simply achieving peace of mind about the future.

Jeffrey's approach is both thoughtful and methodical. He begins by truly listening—understanding not just your financial picture, but what success looks like to you. From there, he establishes clear objectives, crafts personalized strategies, recommends tailored solutions, and stays actively involved through ongoing reviews and adjustments. This structured process ensures clients aren't just making decisions—they're making informed progress toward what matters most.

As a Chartered Retirement Planning Counselor® (CRPC®), Jeffrey brings specialized expertise to one of life's most critical transitions: retirement. He helps clients answer the questions that keep them up at night: When can I retire? Will I have enough? How do I create a reliable income? What about taxes and healthcare? His strategies are designed not only preserve wealth but to help clients enjoy the retirement they've worked so hard to build.

Jeffrey's career spans executive recruiting and wealth management at prestigious firms, including Merrill Lynch & currently, Commonwealth Financial Network. This diverse background gives him a comprehensive perspective—he understands both the business world his clients navigate and the sophisticated financial strategies needed to help protect and grow their wealth. But his value goes beyond investment management. Jeffrey is an educator at heart, dedicated to empowering clients with the knowledge and tools they need to achieve long-term financial stability and security.

Outside the office, Jeffrey is deeply committed to his community. He has served as chairman of the White Plains YMCA and coached youth sports for years, mentoring young athletes and fostering teamwork and leadership. When he's not working with clients or giving back to the community, you'll find Jeffrey enjoying the outdoors with his family in Stamford, CT—hiking local trails, staying active, and making the most of life in one of Connecticut's most vibrant communities.

Jeffrey's clients often describe him as approachable, knowledgeable, and genuinely invested in their success. If you're looking for a financial advisor who will take the time to understand your story and guide you toward your goals with expertise and care, Jeffrey would welcome the conversation.

Recognized as a 2024 Five Star Wealth Manager.

Chartered Retirement Planning Counselor®

2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in 1/2024 based on data gathered within 12 months preceding the issue date. 3,710 advisors were considered, and 282 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of the advisor’s future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com.

Commonwealth Investment Research Team

Meet the Team