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Helping Individuals and Families Build Successful Financial Plans

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Rocco Kryns PRESIDENT & FOUNDER

Rocco is dedicated to helping clients pursue their retirement dreams through a well-thought-out financial strategy. As an independent advisor for over 25 years, Rocco’s mission has always been to guide those nearing or in retirement to craft personalized financial plans that keep their best interests in mind. He focuses first on securing lifetime income—minimizing taxes and ensuring nearly tax-free, stable income streams—then he helps clients grow their portfolios through market investments.

Rocco is a licensed financial professional who can offer a full range of investment and insurance products and services. He is also the host of popular radio and TV shows and the author of the book Being Financially Peaceful.

Originally from South Africa, Rocco and his wife, Jennifer, call Florida home, where they love spending time with their daughter, Charlie. Rocco considers himself a “child of God” and strives to live his life in service to others. In his free time, he’s an avid sportsman, having served as a USA Rugby player, referee, and coach, and he enjoys boating, RV camping, motorcycling, and participating in Ironman triathlons. Just so you know, an Ironman is 140 miles; it’s a beast to do and takes extraordinary mental and physical endurance.

Drawing from that endurance-athlete mindset, Rocco helps clients face their own financial challenges with resilience and clarity, guiding them to build a retirement that’s as secure as it is fulfilling.

Imagine Your Future. We’ll Help You Get There.

You know where you want to be — we’ll help you figure out some of the ways to get there. Together, we’ll help simplify the process and create a strategy that works for you. What’s stopping you?