Our services include:

  • Retirement Planning
  • Educational Expense Planning
  • Investment Management
  • Insurance Needs Assessment
  • Estate Planning Needs Assessment
  • Tax Management

East Rock Financial Services is a California Registered Investment Advisor. As a fee-only firm, we do not sell products and are paid no commissions.

East Rock Financial Services provides trustworthy, comprehensive financial planning to individuals and couples.

Our goal is to reduce your stress about money so that you can focus your energy on your family, career, and leisurely pursuits. 

We have been quoted by The New York Times on estate planning, by The Wall Street Journal on charitable giving, by Kiplinger on long-term care planning, and by Reuters on LGBT financial planning.