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
- 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 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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