Located in San Rafael, California with over 20 years experience in the financial services field, Dow Rockwell is a firm that is focused on the client. At Dow Rockwell, we are teachers, planners and investment advisors, with a striking alternative to what you’re used to on Wall Street. We approach financial decisions from a different perspective: Yours. Our firm is here to help you understand your unique retirement challenges by using our step-by-step system. This system assists in planning a retirement designed to preserve assets and provide income to last a lifetime. The result is a better portfolio that we design together. We build-in downside protection strategies so that you know you will have everything you need for the rest of your life and most importantly – peace of mind. Always looking for a better way. Always striving for better results. “My purpose is to connect with people and help them realize the impact they have on their finances. I am a teacher and a coach, and investing, like life, is a journey. My goal is to make that journey as prosperous and stress-free as possible.” – Rick Rockwell