With over 30 years of experience as a Financial Advisor dealing with non-profit organizations and high net worth individuals, Rocky is committed to helping clients make informed investment decisions based on their specific needs to reach their financial goals. He graduated from California State University Long Beach (CSULB) with a bachelor’s degree in business and obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Thanks to strong morals and values instilled in him by his family and his culture, Rocky is passionate about giving back to the Long Beach community. He is an active community leader, supporting many local charities including St. Mary’s Medical Center, the Boys and Girls Club of Long Beach, Assistance League of Long Beach, the Jewish Community Foundation and the Archstone Foundation.
In recognition of his many contributions to the community, Rocky has been honored with numerous awards, including the California Conference of Equality and Justice Humanitarian Award and the St. Mary’s Medical Center Lifetime Achievement Award, both in 2012. Two years later, he received the Assistance League of Long Beach Flo Brooks Award, in addition to receiving numerous recognitions by the Boys and Girls Club of Long Beach at their annual events.
Rocky currently lives in Long Beach with his wife, Julie. They have two daughters; Chanel, who is a nutritionist in Los Angeles, and Ariel, who is an Interior Designer in Washington D.C.
CA Insurance License #0A69497. Resident state: CA