ROCKY GREENE
Investment Advisor Representative
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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 your 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 technology and service.
Rocky is an Investment Advisor Representative for Redhawk Wealth Advisors Inc., Charter Retirement Planning Counselor, and a Chartered National Social Security Advisor. All aspects of investment management and planning are guided by Fiduciary® Standards. He has over 30 years of experience working directly with individuals and businesses in asset, insurance, and debt management.
In the community, Rocky runs a Financial Literacy Outreach program to educate community members about finances. He graduated from University of Iowa with degrees in Finance and Marketing.
Rocky, his wife Carol, and three children make their home in Naperville.
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARY PROMISE
