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Team

At Rocco & Associates we utilize a collaborative team approach to help our clients implement their financial plans. Unlike traditional wealth managers, who often work independently of one another under the same roof, the entire team at Rocco & Associates will be at your disposal, working together to help you pursue your financial goals and objectives. Your team will be comprised of highly trained Attorneys, Certified Financial Planners, MBAs, and Chartered Life Underwriters. In addition we have developed long standing relationships with an intimate group of professionals, including CPAs, specialized attorneys, property and causality insurers, and medical plan providers. Although, these other professionals work outside the firm, they will act as extensions of your core team. The right approach for your needs and circumstances does exist and we are here to help you work through any challenge or opportunity that may arise in your financial lives.

 

Joe Rocco established Rocco & Associates Wealth Management in June 1975, and since has been dedicated to helping enrich the lives of his clients. As a CERTIFIED FINANCIAL PLANNERTM practitioner, a Chartered Life Underwriter and a...

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Charlie started at Rocco & Associates in March of 2012. He initially joined the firm to help his father market and grow the business.

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Eric joined Rocco & Associates at the advent of 2013; bringing with him over 12 years’ experience in the financial services industry and an MBA in Business Management from the John F. Welch School of Business at Sacred Heart...

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Jillian has been with our firm since May of 1998. Having over 25 years of experience in the financial services industry, she brings a wealth of knowledge and experience to everything she accomplishes. Jillian and her younger sister...

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Trish joined Rocco & Associates as the Financial Operations Intern in January of 2017. She quickly discovered her passion for financial planning and decided to pursue a career in the field of wealth management.

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Dan Maffucci

Financial Operations Intern

Dan is a Finance major attending Elon University. Prior to Elon he attended Fairfield Ludlowe High School where he was a member of the National Honors Society and Italian Language National Honors Society, as well as Captain of the...

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Jason Hsieh

Business Development Intern

Jason Hsieh is a rising junior at Hamilton College, majoring in economics. Jason is a member of the Hamilton College varsity golf team. A Dean’s List member, Jason was selected to the New England Small College Athletic Conference...

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Srihita Mediboina

Financial Operations Intern

Srihita is from Fairfield and has just finished her first year at Stony Brook University where she is majoring in Applied Mathematics and Economics. Since attending Stony Brook, Srihita has joined I'm that Girl, a club that focuses on...

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