Brian Rocha, CFP(R)
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Introduction: I am a Providence, RI based investment manager. I have 11 years of financial services experience and have helped individuals with wealth management and retirement planning. I'm employed with U.S. Trust, a division of Bank of America.
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Reviews
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Brian S.
Dec 1, 2015
Brian was very professional and helped me consolidate my various accounts which gave me a better understanding of my investments and improved my retirement readiness.
Shaun F.
Dec 1, 2015
Brian has helped my wife and I with various aspects regarding our personal finances, from retirement planning, assets allocation, college planning and investment selection. I would highly recommend him to assist you with your financial needs.