05/27/2026
Steven Rockwell Recognized with Chartered Life Underwriter® (CLU®) Designation
Steven receives prestigious industry-leading designation for specialization in risk management and insurance planning.
RWM Wealth Advisors, LLC is pleased to announce that Steven Rockwell has attained an advanced level of applied knowledge in risk management and insurance planning as a Chartered Life Underwriter® (CLU®).
The CLU® designation, conferred by The American College of Financial Services, is an industry-recognized mark of excellence that demonstrates a financial advisor’s breadth and depth of knowledge in the area of risk management. This includes a mastery of subjects of growing concern to many Americans, including how to preserve the well-being of themselves and their loved ones now and in retirement, how to ensure the continuity of a business, and how to set up those around them with confidence.
“Advancing my education across all areas of planning has always been fundamental to how I believe great advisors should serve their clients. From the beginning, we built our firm with financial planning as our north star, and I genuinely enjoy the challenge of staying current in an ever-evolving industry. What I find most rewarding is when clients reach out with complex questions and say, ‘I thought you’d have an answer for this.’ Earning the CLU designation is another step in strengthening that trust and continuing to deliver thoughtful, well-informed guidance.”
As fluctuating financial markets and a changing world generate more uncertainty, there is a growing need for advisors who are equipped to assess the complexities of risk and plan for its mitigation. With the CLU®, Steven is well-positioned to meet clients where they are for candid conversations about preserving their future. Earning this designation expands RWM’s opportunities to serve its community — and society —better. Through the CLU®, Steven joins an well regarded group of financial advisors with intensive training in risk management and insurance planning.
CLU® professionals are educated by The American College of Financial Services, an accredited institution with nearly 100 years of academic excellence. The College’s mission is to deliver applied financial knowledge and education, promote lifelong learning, and advocate for ethical standards for the benefit of society.
