About Gregory deRocco - deRocco Financial Group
Boasting a career spanning more than three decades in the financial industry, Greg brings a straight forward approach to a disciplined investment strategy. Greg has an extraordinary work history that started in 1985, when he became a licensed Agent of First Investors. In 1986 Greg received a degree in Finance from Iona College with a concentration on Investments and Portfolio Management. Immediately following graduation, Greg went to work for The National Association of Securities Dealers (NASD), which is now known as FINRA.
Greg gained experience by investigating more than 100 financial firms during his tenure. While at the NASD, he received an Above and Beyond award for his examination work and was promoted to a supervisor. It was Greg’s time and experience with the NASD that he realized small business owners and individual clients needed a straightforward, honest approach to their investments.
He has a passion for assisting clients in all areas of wealth management and it has become his mission to help educate and advise them. Greg has held titles such as COO, FINOP, Principal and CEO for several independent firms. Greg created and started an independent boutique financial services firm which he later sold. In addition, Greg also provides consulting, expert witness testimony and advisory services to the Financial industry, attorneys and individual investors.
Greg lives his life by the Golden Rule “Do unto others as you would have them do unto you”. He believes in the highest of ethical standards, combined with empowering clients with tools and information to help them build their wealth. He encourages them to look beyond standard cookie cutter platforms to envision the bigger picture. His clients achieve financial freedom by making better decisions and live happier, more secure lives with financial confidence - enriching their lives every day. As an experienced financial professional to individuals and business owners, Greg brings passion and an honest straight forward approach to putting clients on their path to financial freedom.
Greg is the sole owner of deRocco Financial Group. He is the Owner/Branch Manager of the Chelsea Financial Services Leland, North Carolina office, an independent financial services firm and is contracted with numerous financial and insurance companies to ensure his clients receive and have access to the best products available to meet their financial goals.
Greg and his wife Patricia of over 27 years resides in Leland, North Carolina. They moved from New York to New Jersey 26 years ago to raise their family. They have two sons Christopher a cyber security engineer and Zachary a civil engineer. He founded the NJ Wolfpack Organization, a local travel baseball team, which he ran for 14 years. He was active in the community participating in different events to promote a better, cleaner community. He volunteers his time at the local food banks and animal shelters. He is the proud owner of two amazing rescue dogs, Ghost and Buster. Greg and Patty recently moved to Leland, NC and opened up a
branch of Chelsea Financial Services.
My Misson
My mission is to provide each and every client with skilled financial advice in a timely and efficient manner. I handle every case with accountability and responsiveness. Let me focus on the intricate details of your investment strategy, so that you can focus on your personal success. My mission is based on the values we hold true: Integrity, service and excellence.
Free Consultation & Evaluation
Sound financial advice is based on years of training, hard work, and passion, as well as familiarity with the current market and future trends, tempered by sound consideration. You’ll find all that and more with deRocco Financial Group.