Carlos Rocha Financial

Specialties

We do individual income tax returns, final expense insurance and financial planning.

History

Established in 2006.

Carlos Rocha Financial, has been committed to helping first generation entrepreneurs and professionals proactively plan for the future and increase financial awareness. In 2015, we added personal income tax and health insurance services.

Meet the Business Owner

Carlos R.

Business Owner

For me, deciding to invest in higher education at the University of California, San Diego was an easy decision. I continued my education through the College for Financial Planning to pursue the CFP® professional designation. I also obtained the Enrolled Agent status, which is the highest credential the IRS awards to handle tax matters for taxpayers. My college education provided me with the opportunity for upward mobility and opened new doors for me to work in the banking industry, financial corporate environment, and independent broker-​dealer industry. I was fortunate to have a third generation financial advisor as my mentor for over three years before launching my own financial planning practice.