Rockwell Financial Services

The firm

Our story

Alpesh Kachhadiya, CAS® is an IUL specialist and licensed life insurance professional. Client-first indexed universal life and tax-free retirement planning, with clarity and long-term security.

How we work

Trust, clarity, and long-term security


As a licensed life insurance professional, I specialize in helping individuals secure their financial future through tailored insurance solutions.

My approach combines expertise with a client-first mindset, ensuring every decision is rooted in trust, clarity, and long-term security. Whether assisting with life insurance planning or wealth protection strategies, my mission is to provide peace of mind and financial stability in an ever-changing landscape.

Couple reviewing a financial plan together
Alpesh Kachhadiya, CAS®

Alpesh Kachhadiya, CAS®

IUL Specialist · Licensed life insurance professional

Client-first planning for life insurance and wealth protection. Based in Rutherford, New Jersey.

(774) 277-8899 · [email protected]

A conversation

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Call (774) 277-8899

Schedule a free consultation