A proud Texas native, Rocco, moved to Arizona in 2013. Rocco attended high school in Scottsdale before earning his degree in Political Science from Arizona State University. Inspired by family members in the financial sector, he began his career in finance. Since then, Rocco has gained broad exposure across multiple financial sectors, cementing his passion for wealth planning and retirement strategy.
Rocco holds his SIE, Series 7, and Series 66 registrations and is working towards his Certified Financial Planner (CFP) designation. Dedicated to delivering tailored financial guidance, he works closely with clients to build clear, confident wealth strategies.
When he isn't helping clients navigate their wealth strategies, you can find him golfing, playing rec sports with friends, or rooting for ASU and the Dallas Cowboys.