Jeff Dykstra, CFP®, CRPC™, CPFA®

Private Advisor
Senior Vice President

Jeff Dykstra is a Private Advisor and Senior Vice President on Axiom Wealth Partners at Rockefeller Global Family Office. Jeff was with Merrill Lynch Wealth Management for over 10 years following an operations management role with a Fortune 1000 company.

Jeff works with both retirement plans and individuals and families by delivering customized solutions, ensuring their dynamic financial needs are met. He takes a planning-based approach with his clients to develop their objectives ranging from investments, lending, tax minimization strategies and retirement planning. He works closely with his clients to understand what truly matters, and create tailored, unique retirement strategies.

As a Retirement Benefits Consultant, Jeff works closely with corporate clients on their company sponsored retirement plan.  He is a Professional Member of The ESOP Association.

Jeff received his B.B.A with an emphasis in finance from Grand Valley State University.  His CERTIFIED FINANCIAL PLANNER™ certification was awarded by the CFP Board of Standards and he received his Chartered Retirement Planning Counselor℠, CRPC® designation from the College for Financial Planning Institutes Corp.

Jeff has a very active lifestyle; he is an Ironman triathlete and a member of Apex Multisport.