Discover River Rock Financial
Learn about our journey, our values, and the dedicated team committed to securing your financial future. We are here to build lasting relationships based on trust and understanding.
Our foundation: Trust, understanding, and communication
As a family-owned business, we are committed to helping individuals, families, and small businesses navigate life’s financial decisions with confidence, honesty, and care.
What started as a passion for helping people has grown into a trusted company built on relationships, integrity, and personalized service. We understand that every client’s situation is unique, which is why we take the time to listen, educate, and provide solutions tailored to each person’s goals and needs.
Our team proudly offers professional tax preparation, retirement planning, Medicare solutions, life insurance, final expense coverage, and cash-building strategies designed to help protect what matters most. Whether you’re preparing for retirement, planning for your family’s future, or simply looking for trusted guidance during tax season, we’re here to help make the process simple and stress-free.
At the heart of River Rock Financial is a commitment to treating clients like family. We value long-term relationships and strive to create an experience built on trust, transparency, and genuine care for the people we serve.
We’re grateful for the opportunity to serve our community and look forward to helping you build a stronger financial future.
A Boutique Firm Built Around You
At River Rock Financial, we take pride in being a boutique financial firm that offers personalized guidance for every stage of life. Rather than sending clients to multiple companies for different financial needs, we strive to be a trusted one-stop resource where individuals, families, and business owners can find comprehensive support all under one roof.
From tax preparation and retirement planning to Medicare solutions, life insurance, wealth-building strategies, and legacy planning, our approach is centered on building long-term relationships — not just completing transactions. We understand that financial needs evolve over time, which is why we work closely with our clients to create customized solutions that grow and adapt alongside them.
As a family-owned firm, we value trust, accessibility, and genuine connection. Our goal is to simplify the financial process by providing knowledgeable guidance, personalized service, and a seamless experience that helps clients feel confident about both today and the future.
Meet our team
Behind every service we provide is a dedicated team of professionals, each bringing their unique expertise and enthusiasm to our business.
Fernando Maisonave
Founder
I have always believed in developing strong client relationships, built on trust,
understanding and good communication. These are the values I employ when helping
clients manage their financial affairs.
In addressing the needs of our clients, I take a holistic approach to each client's
financial needs. Whether it's helping them with tax planning, securing their families
financial future through Life Insurance or planning for Retirement, I can help you plan
ahead for all of life’s financial goals.
I have over 40 years experience in tax preparation and planning. I am a licensed
insurance professional serving clients in the states of Florida, New York, New Jersey,
Connecticut and North Carolina. In these states I am able to provide my clients with
Life, Annuities, Disability, Medicare Supplement and Long Term Care Insurance.
I am also a Registered Social Security Analyst (RSSA® ) As an RSSA® I am able to
help individuals and couples improve their financial security during retirement years by
analyzing the best filing option in order to maximize their Social Security benefits.
Diana Maisonave
Co-founder
Diana is a tax practitioner with more than 25 years of experience. She is compliant with
both IRS and State registration requirements. Through the years, Diana has assisted
many clients with their tax preparation needs. However, it goes beyond that. She has
developed strong, lasting relationships due to her care and interest in the clients she
serves.
Diana has always been dedicated to educating her clients, making sure they understand
their tax situation, explaining difficult tax laws in ways they can easily understand.
Aidan Maisonave
Licensed Insurance Advisor
Aidan Maisonave is proud to represent the second generation of River Rock Financial, a family-owned business that has served clients for over 43 years. As a licensed life insurance agent, he is passionate about helping individuals and families better understand their options for protection, retirement planning, and long-term financial security. Aidan is committed to continuing the tradition of integrity, education, and personalized service that River Rock Financial was built on.
As a family-owned business, the River Rock Financial team is built on a foundation of trust and treating every client like family. Our unique strength lies in combining professionalism with personal attention, ensuring you feel comfortable, informed, and confident when making crucial financial decisions. We bring real-world experience to the table, dedicated to guiding you through your financial journey with clarity and care. Your financial well-being is our priority, and our team is here to support you every step of the way.
Our core beliefs: Client-first financial planning
At River Rock Financial, our guiding principle is simple: the client, and only the client, is our priority. Our mission is to genuinely understand your needs, wants, and long-term goals. We are committed to helping you develop, implement, and monitor a personalized strategy designed to address your individual situation. We understand the challenges families face today, from managing debt to saving for college or retirement and reducing taxes. These personal finance challenges can feel overwhelming, and our commitment is to utilize all our resources to help you pursue your goals. We believe in thinking "out of the box" and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All our energy, commitment, and efforts are focused on your satisfaction.
"River Rock Financial is dedicated to helping people build a solid financial foundation for their future."
— Richard T.