Broker Check
Steven Rockwell, ChFC®, AAMS™

Steven Rockwell, ChFC®, AAMS™

CEO, Partner and Financial Representative

Steven Rockwell, a CHARTERED FINANCIAL CONSULTANT® and ACCREDITED ASSET MANAGEMENT SPECIALIST™ professional, is Chief Executive Officer and Co-Founder of RWM Wealth Advisors, LLC. Through his many roles within the industry, from lending to private banking to asset management, Steven uses his years of experience to help advocate for and collaborate with his clients and their families.

Steven obtained his bachelor's degree from The Ohio State University, majoring in Cultural Anthropology. Besides holding a series 7 and 66 registrations (both held through LPL Financial), and Life and Health license, Steven has also obtained a designation as a ChFC® from the American College and AAMS™ from the College for Financial Planning.

Steven lives in Granville, with his wife, Nicole (also an OSU grad and recovering retail employee). They have three children: Hannah (21), Braden (18) and Isabella (18). The whole family are lacrosse fanatics and spend most of their time traveling to watch one of the three children play. Steve also spends time building things, dismantling other people's bad work at his rental property, and occasionally getting on a treadmill and running. If you need advice on plumbing, electrical, framing etc., he knows just enough to not pay someone to do the work. He is a huge fan of watching Ohio State sports, Cavs basketball, and UFC (mostly with his son). He also enjoys playing pick-up basketball once in a while.