Rocco & Associates Wealth Management, Inc

Specialties

Personal Financial Planning

Asset Management

Retirement Planning

Tax Strategies

Risk Management Solutions

Education Planning

Long Term Care

Estate Planning

Legacy Planning and Charitable Giving

History

Established in 1973.

Joe Rocco established Rocco & Associates Wealth Management in 1973, and since has been dedicated to helping enrich the lives of his clients. As a CERTIFIED. FINANCIAL. PLANNER™ practitioner, a Chartered Life Underwriter and a Charter Financial Consultant, he practices with ethics and integrity and provides unbiased strategies to fit his clients’ unique needs.

Meet the Business Owner

Joseph R.

Business Owner

Joe received a Bachelor of Arts degree from Colgate University in May 1964 and began his military service as a second lieutenant in September of that same year. In 1967, while stationed at Kalispell AFB in Lakeside Montana, he developed his passion for the financial services industry by helping his colleagues manage their financial strategies. He joined Phoenix Mutual Life Insurance Company in 1973 and spent four years in the insurance industry before pursuing investment management at Blythe, Eastman, Dillon & Company. In 1987, Joe joined LPL Financial, a partnership that has allowed him the freedom to service his clients with objective financial guidance for more than two decades.