Stephen W. Richman
President, Financial Advisor
Stephen W. Richman, President and CEO of Rockdale Financial Services, Inc., has been providing investment and estate planning advice for over 35 years. A third-generation Financial Advisor, Steve was introduced to the business by his father.
In 1999, Steve was selected by ING to provide 401k retirement planning advice for a professional NBA basketball team.
Steve has served as a board member with the Central Jersey Chapter of the International Association for Financial Planners (1995). In 2003, he was elected as a lifetime member of the Empire Who’s Who Registry, a publication of distinguished men and women who are considered highly influential within their organizations and industry.
Steve holds Series 6, 26, and 63 securities registrations and is licensed to provide Life, Health, and Disability Insurance. He is registered to provide advice for clients in any state in the continental USA, and currently has clients in CA, CO, FL, MA, NC, NJ, NY, PA, SC, VA, and VT.
A resident of Monmouth County, NJ for 36 years, Steve and his wife Suzanne have been blessed with their two wonderful adult children, Nicole and Elysha, and their grandson Jordan.