Nicholas Rostykus, CFP®
Nicholas Rostykus is an Investment Advisor Representative at Rockgate Financial Partners, a financial services firm focusing in estate planning strategies, wealth accumulation, business planning, and executive benefits for both publicly and privately-held companies. Nick’s goal is to help clients identify and accomplish their financial objectives, which generally include, protecting their families and/or business, accumulating assets for retirement, and transferring wealth to loved ones. What people can gain from working with Nick is confidence. Nick builds strong client relationships that motivate people to be proactive about making those “tough” decisions. He thrives on sharing knowledge and working with business partners that believe in putting the client first. Nick’s office is located at 17300 Dallas Parkway, Suite 1000, Dallas, TX 75248.
Professional Qualifications - Series 6 - Series 63 - Series 65 - Life, Accident, and Health Insurance Licenses. Nick is also a Qualifying Member of the Million Dollar Round Table (MDRT). MDRT is considered the premier and most exclusive association for financial professionals. It is an international network of leading financial advisors who serve their clients with a high level of performance and the highest standards of ethics, knowledge, service and productivity.
Nick’s hobbies include cars, golf, fishing, and spending time with friends and family. Nick is very active in the Houston Golf Association (HGA) and one of the chairmen for the Shell Houston Open that is hosted at the Golf Club of Houston. He spends a week every year volunteering his time in the effort of raising funds for local charities in the Houston community.
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.