Cfp® Aif®

Rob T. Stephenson, CFP®, AIF®, serves as Principal and Private Client Advisor at Rockwood Wealth Management in New Hope, PA. In his current role, he leads comprehensive financial planning and investment management for individuals and families, focusing on aligning financial strategies with clients’ long-term objectives and values.

His expertise encompasses personal wealth management across key areas including retirement income planning, education funding, and holistic financial planning, with particular emphasis on prudent portfolio construction and asset allocation for high-net-worth clients. He brings experience in managing diversified portfolios and supporting clients through various phases of wealth accumulation and distribution.

Rob joined Rockwood Wealth Management in 2015 and previously worked as a Regional Consultant at SEI, where he contributed to investment advisory services. He holds a Bachelor of Science in Finance from Saint Joseph’s University, and his industry credentials as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®) reflect his commitment to fiduciary standards and client-centered stewardship.