Jeff Dykstra, Cfp®, Crpc®, Cpfa Email & Phone Number

My primary focus at Rockefeller is consulting on the financial needs of companies and high net worth individuals. I commit myself to understanding the priorities and needs of my clients to provide them with personalized disciplined attention.As a CERTIFIED FINANCIAL PLANNER™ professional, I utilize the resources of the Rockefeller Family Office to offer a full scope of services addressing the various aspects of my clients' financial needs.  With a consultative approach I help develop a working list of clients' objectives ranging from investments, lending, tax minimization strategies, and retirement planning. As a Retirement Benefits Consultant, I work closely with corporate clients on their company sponsored retirement plan.  I am a Professional Member of The ESOP Association.    I am a graduate from Grand Valley State University where I received my B.B.A. with an emphasis in Finance.  My CERTIFIED FINANCIAL PLANNER™ certification was awarded by the CFP Board of Standards.  My Chartered Retirement Planning Counselor℠, CRPC® designation was awarded by the College for Financial Planning Institutes Corp. I am an Ironman triathlete and a member of Apex Multisport.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.