Broker Check
 
Joe Rocco, CFP®, CLU, ChFC

Joe Rocco, CFP®, CLU, ChFC

Founder

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 Charter Financial Consultant, he practices with ethics and integrity and provides unbiased strategies to fit his clients’ unique needs.

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.

Joe is married to Arlyne Russo, Ph.D., and has three children and five grandchildren. He actively manages The Russo Family Foundation, a charity established to help educate underprivileged students and provide free mammograms to women who are unable to pay for them.