Terry Rocks,

President & Founder

Teleios Financial Partners LLC

In the News

Terry works as a financial professional in the following areas

Biblical Responsible Investing (BRI),Charitable Giving,Financial Planning,Insurance Planning,Investment Management,Legacy Planning,Retirement Planning

Clients rely on Terry for expertise in

Financial Planner,Insurance,Portfolio Manager

But thou shalt remember the Lord thy God: for it is he that giveth thee power to get wealth, that he may establish his covenant which he swore unto thy fathers, as it is this day. – Deut. 8:18

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Meet Terry Rocks

Helping clients since 2005

About Teleios Financial Partners LLC

In business since 2015

Terry is a highly respected speaker, trainer, and mentor within the financial services industry. He has trained thousands of financial professionals throughout the US and Canada in taking a different approach to the practice of financial planning. Terry refers to this approach as the “swing” vs “club” approach to improving your financial position.

Terry’s convictions shifted over the years after seeing many people within our local community on the receiving end of improper (buy a better club) advice. These inequities helped inspire the idea to create his own firm, however, Terry felt his position of influence within the industry offered a better platform to change this trend. After calling Terry several times, God orchestrated a “Road to Damascus” experience that directed Terry to leave his corporate career and launch Teleios Financial Partners.

Terry is a licensed Investment Adviser Representative (Series 65) with GA Repple and Company. As a fiduciary Terry is committed to always work in the best interest of his clients. He also holds an insurance license and is a General Agent. Terry remains active within the industry and often serves as an invited speaker, trainer, and Mentor to both fellow advisors and major institutions across the country. Both his industry history and his advisor training experience allows for a rare perspective. We believe this makes a big impact on our clients’ financial success.

Community Involvement: Terry served as board secretary for Calvary Chapel Academy, a school of Calvary Chapel in Melbourne, for five (5) years. During his tenure, the school obtained ACSI accreditation. Terry also enjoys coaching soccer and mentoring kids with the Malabar Soccer Club. Terry helped co-found an at-risk youth outreach called Brevard Youth Network. This organization reaches “at-risk,” lost, and suffering youth within our community.

Family: Terry is from New Smyrna Beach. However, he’s been visiting Brevard County as early as he can remember, often fishing or shrimping on the north (Volusia) side of mosquito lagoon down to the southern Merritt Island side. Terry learned a lot about business and the financial markets from his father. His dad had several successful traditional businesses between Florida and Texas. He also was an avid day trader. From him, Terry learned how the financial markets and insurance products could balance the ups and downs of business income and risk.

Terry married Teresa, his life partner and best friend, in April of 2004. They started building their first home that same year. Terry and Teresa have 2 children. Makayla was born in May of 2005, and Aiden was born in June of 2006. Teresa homeschools their children and teaches in several homeschool co-ops within the community. Terry and Teresa decided before they were married that they would place Jesus Christ at the center of their family. They have attended Calvary Chapel Melbourne since 2004. As a family, they love the outdoors, and at times may be lost somewhere in the mountains or offshore, catching snapper and grouper.

Terry is Licensed in Florida,South Carolina,Tennessee,Texas Terry has been an NACFC Member since 2021

Our mission is to empower individuals, families, ministries, and businesses with the information required to make better financial decisions. We are passionate about sharing the biblical purpose of wealth (Deut. 8:18) and how to apply those principles within today’s modern economic systems.

Teleios Financial Partners LLC 1900 S Harbor City Bvd Suite 328 Melbourne, FL 32901

Office Phone: 321-213-3000 Direct:

Number of Employees: 1-10 Financial Professionals: 1-10 Assets Managed: 1-100m

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