Rocco Foley is an Investment Advisor Representative with Royal Fund Management who personally advises clients on their investment management and financial planning needs. He is your personal CFO and financial coach. Through his work as an IAR, Rocco noticed an industrywide need for honest, transparent and conflict-free service. He focuses on your “big picture” and will develop a plan to assist you in achieving your financial goals.
Rocco has over 20 years of experience in the financial industry including, business development and insurance. He is well known for his integrity and dedication in helping clients achieve their goals.
As a fiduciary, he holds himself to the highest standard of professional ethics. He does not receive commissions and only recommends what is in the best interest for his clients based on the life goals, risk tolerance, and personal financial situation. The fiduciary standard of care. It's a simple concept, yet absent in many client/advisor relationships.
Rocco and his wife, Pam, live in Crystal River and have two daughters. He enjoys boating, fishing and spending time with his family.
You can contact Mr. Foley at: Rocco@RoyalFundManagement.com or 904-710-0366