Robert Stephenson (AIF®, CFP®)

Additional Information

Rob grew up in Lancaster, PA, where he developed a passion for soccer, lacrosse, and the outdoors. Rob's fondest memory of Lancaster was meeting a young lady named Lindsey, whom he later married. Rob attended Saint Joseph's University earning a BA in Finance while playing on the school’s varsity soccer team.

Rob found his love for planning during an internship with a startup company, Market76, that developed an online aggregation solution for financial advisors. He was also slightly encouraged to follow the path of his parents who both started their careers in the finance. Rob joined Ascensus to specialize in qualified plan compliance with regard to ERISA, IRS, and DOL regulations.

Realizing that qualified plans were one of many facets of financial planning, he accepted a role with SEI Private Trust Company as a Regional Consultant to further his professional experience. Rob's desire to singularly focus his career on personal financial planning in a client-centric environment materialized when he met Rockwood’s president playing soccer one evening.

Rob joined the Rockwood team in 2015 to continue his affection for holistic comprehensive planning. Rob lives in Buckingham, PA with his wife, son Thomas, daughter Caroline, and of course, their Golden Retriever, Sadie. Outside of playing competitive soccer, Rob enjoys being outside, whether it be hiking, enjoying nature with his family, or even just cutting the lawn. Rob serves on the board for the Peace Valley Nature Center at Lake Galena in Bucks County.