Josh Rocha Email & Phone Number
Financial Planner, CFP® @ Summit Investment Group SLO
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Josh Rocha Location
- San Luis Obispo, CA, US
Josh Rocha Work
- 2022 -now Financial Planner, CFP® @
- 2019 -2022 Wealth Advisor @
- 2017 -2019 Wealth Planning Analyst @
- 2011 -2019 Enlisted @
- 2013 -2015 Manager @
Josh Rocha Education
- California Polytechnic State University-San Luis Obispo
Bachelor of Business Administration (B.B.A.) (Finance and Financial Management Services)
2015-2017
Josh Rocha Summary
- Josh Rocha, based in San Luis Obispo, CA, US, is currently a Financial Planner, CFP® at Summit Investment Group SLO. Josh Rocha brings experience from previous roles at EP Wealth Advisors, Army National Guard and In-N-Out Burger. Josh Rocha holds a 2015 - 2017 Bachelor of Business Administration (B.B.A.) in Finance and Financial Management Services @ California Polytechnic State University-San Luis Obispo. Josh Rocha has 1 emails on RocketReach.
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