Private Wealth Manager
Rocco creates individualized plans to help clients pursue their goals. He values each opportunity he gets to build financial portfolios and meaningful relationships with individuals and families.
As a lifelong athlete, Rocco learned the importance of hard work and dedication — two values that helped him thrive in challenging situations throughout his personal and professional life.
“Seeing the various pitfalls Americans face today in personal finance, I knew I could make a significant difference and improve people’s lives,” Rocco says. “I pride myself on knowing I can be there for my clients, providing support and guidance when they are faced with various obstacles in life.”