Charlie started at Rocco & Associates in March of 2012. He initially joined the firm to help his father market and grow the business. Planning on going back to law school, Charlie thought his time at Rocco & Associates was going to be short, but after only 3 months Charlie realized that financial planning was what he wanted to do with his life. He decided the best way to learn more about his chosen profession, without giving up his aspirations for higher education, was to do both. By day Charlie continued to work at the firm, being elevated to President in January 2015. By night Charlie attended Fordham University where he earned a joint degree in law and business. He graduated cum laude from the school of law, and was on the Dean’s List at the Gabelli School of Business, signifying a perfect 4.0 grade point average during his tenure. His legal background has allowed the firm to take a deeper dive into the planning process, especially with tax and estate planning. Charlie started his career with The Aspire Group, a sports management consulting firm based in Atlanta, GA. Before working with Aspire he was also in Atlanta attending Emory University, where he graduated with a dual degree in Economics and Psychology. He is an avid sports fan and has fittingly decorated his office with Yankees, Giants, and Rangers memorabilia.
Get to Know Charlie...
Favorite part about working at R&A: Helping clients achieve goals that they didn’t think they could.
Favorite thing to do outside of work: Read. Mostly historical fiction and non-fiction.
What I enjoy most about what I do: I enjoy that even though our business is finance and numbers, it is first and foremost a people business.
Biggest challenge: Filling my father’s shoes. Currently our longest serving client has been with him since 1973! It is quite an accomplishment to build such enduring relationships.
Quotation: “If you don’t have time to do it right, when will you have time to do it over?” –John Wooden
TV Show: The Sopranos
Music: Red Hot Chili Peppers
Sports Team: Yankees, Giants, Nets and Rangers