Josh Rocha Email & Phone Number
Financial Planner, CFP® @ Summit Investment Group SLO
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Josh Rocha Location
- San Luis Obispo, CA, US
Josh Rocha Work
- Financial Planner, CFP® @ (June 2022 - Present)
- Wealth Advisor @ (August 2019 - May 2022)
- Wealth Planning Analyst @ (March 2017 - August 2019)
- Enlisted @ (September 2011 - August 2019)
- Manager @ (August 2013 - September 2015)
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 Skills
- Cash Flow Management
- Customer Relationship Management (CRM)
- Estate Planning
- Financial Analysis
- Financial Planning
- Investment Management
- Management
- Portfolio Management
- Retirement Planning
- Tax Planning
- Wealth Management Services
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. With a robust skill set that includes Cash Flow Management, Customer Relationship Management (CRM), Estate Planning, Financial Analysis, Financial Planning and more. Josh Rocha has 1 emails on RocketReach.
Looking for a different Josh Rocha?
Find contact details for 700 million professionals.
Others Named Josh Rocha
Joshua Rocha
Software Engineer
Denver, CO, US
Joshua Rocha
Sr. Technical Supervisor
Kansas City, MO, US
Joshua Rocha
Director
Austin, TX, US
Josh Rocha
Guest Advisor
Rockford, IL, US
Josh Rocha
Volunteer
Franklin, MA, US
Joshua Rocha
Propulsion Engineer
United States
Josh Rocha
Financial Planner, CFP®
San Luis Obispo, CA, US
Top Summit Investment Group SLO Employees
Josh Rocha
Financial Planner, CFP®
San Luis Obispo, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co