Rocky Martini Chartered Financial Consultant

About:

As a chartered financial consultant, Rocky specializes in executive benefits, life insurance, and estate planning.

Experience:

With 10+ years of experience, Rocky provides comprehensive and personalized financial advice. He guides clients through a wide range of decisions to help mitigate risk and enhance business value. Rocky is committed to building lasting client relationships and provides ongoing support with transparent communication throughout their financial journeys.

Prior to Lawley, Rocky played a pivotal role in assisting businesses with strategies such as executive benefits planning, employee retention programs, key person insurance coverage, buy-sell agreement funding, and estate planning.

Accreditations:

Rocky holds a NYS Life, Accident, & Health License, is a Chartered Financial Consultant (ChFC), and a Certified Exit Planning Advisor (CEPA).

Industry Affiliations:

He is affiliated with the Estate Planning Council of Rochester and the National Association of Insurance and Financial Advisors (NAIFA).

Education:

Rocky earned his bachelor’s degree from St. John Fisher University.

Community and Pro Bono:

Rocky supports the organizations of Compeer Rochester and Water for South Sudan.