Anthony T. Rocha, CRC
I proactively serve a group of families and business owners with coordinating all of their financial affairs by offering consistent, disciplined, and customized investment strategies to help them pursue their goals.
With over 24 years of experience as a financial advisor, I have used this experience in financial services to help guide my clients through the ever-changing market conditions and the increasingly complex investments in the industry. This knowledge and the ability to explain it in a way that is easy for my clients to understand has helped me build long lasting, trusting relationships.
I continually strive to provide a personalized, high level quality of service to my clients. In doing so I help my clients effectively prioritize, manage, and work toward their most important life goals. At the end of the day my hope is that my clients have confidence as they go through the different stages of their lives.
I hold registrations for Series 65, Series 7, and Series 63 held through Securities America. I also hold insurance licenses for Health, Life, and Variable products. In addition, I am a Certified Retirement Counselor® (CRC®) and earned a Bachelor’s of Business Management from Northern Arizona University. Prior to this I served in the U.S. Army and spent time overseas including Operation Desert Storm.
I am an Arizona native who grew up in Verde Valley town of Clarkdale. Me and my wife Leslie currently reside in the Moon Valley neighborhood of Phoenix. In our down time we enjoy spending time with our families. My wife and I also enjoy going to concerts and seeing live music when we can. We love to travel when we get the chance with our favorite place being by the water or a beach.