Stress Test Scenarios

Why I Became a Financial Advisor

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I’m a firm believer that so much in life is learned in the journey. I’ve experienced this myself throughout my career as a financial advisor, and I’ve seen it occur in many of my clients’ lives. My financial advisor journey started…

Axxcess partners with Hidden Levers to create an enterprise portfolio proposal and stress testing center

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n May, Axxcess completed integration of an enterprise solution to provide advisors and clients the ability to stress test their portfolios against a variety of current scenarios, and model how potential trends will influence their wealth. Hidden…

Axxcess Carlsbad expands into a new suite

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xxcess Wealth Management, LLC moves into its new headquarters at 6005 Hidden Valley Rd in Carlsbad. The new suite is upgraded with new network technology, and redesigned interior. We are excited to move into our new space which has been under…

Axxcess finalizes Fidelity IWS custodial relationship

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xxcess added Fidelity IWS (Institutional Wealth Services) to the Axxcess Customized Portfolio Platform to broaden the services available to clients and advisors. Fidelity IWS allows clients to choose Fidelity as their custodian, and enables…

How your CPA can help you navigate the new DOL Fiduciary Rule

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Overview ‍ lan sponsors, as a whole, are unaware that participants pay disparate fees, and service providers, particularly record-keepers that receive revenue-sharing payments, are not going to address it, experts say. It is incumbent…

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Rocky Binkowski

Rocky Binkowski

Advisor

Rocky Binkowski has been with Axxcess Wealth Management since 2015 and brings 11 years of experience with him in the Financial Services industry. Prior to that, he spent time as an executive in the hotel industry in both Las Vegas and San Diego.

He is effectively supported by a team of administration, group benefits and investment products specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provides excellent customer service.

Rocky holds an Accredited Investment Fiduciary® designation as well as Series 7, Series 66 and Insurance licences. His focus is on pre and post-retirees, business owners, professional athletes and company executives.

Rocky is married to his lovely wife Pamela and together they have five boys; Isaiah, Timothy, Darren, James and Joseph. Away from the business, he enjoys traveling, golfing, baseball, stand-up comedy, skiing and spending quality time with family and friends.