Julio Rocha Email & Phone Number
Senior Financial Planner @ ROCHA WEALTH
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Julio Rocha Location
- Orlando, FL, US
Julio Rocha Work
- Senior Financial Planner @ (September 2026 - Present)
- Member @ (July 2011 - Present)
- Advisory Committee Member Redistricting @ (September 2021 - September 2026)
- Business and Political Analyst @ Univision Orlando & Tampa (June 2016 - September 2026)
- Insurance Agent @ Rocha financial (March 2006 - September 2026)
- Former National Chairman of Prospanica.org @ (December 2012 - October 2021)
- Creator and Conference Lead @ ORLANDO_AVANZA (Dimelo USA) (June 2019 - July 2021)
- Chief Connector Officer - Creator and Project Lead @ Dimelo USA (December 2017 - June 2019)
- President - Central Orlando Leads @ Hispanic Chamber - Business Development (March 2013 - November 2014)
- Guest Speaker @ (December 2012 - December 2012)
- President - Business Development Group @ Hispanic Business Council - KCC (March 2012 - December 2012)
- Advisor to NSHMBA CEO - Manny Gonzalez @ NSHMBA National Office (January 2012 - October 2012)
- Young Professional Advisory Council @ Central Florida Partnership (December 2009 - December 2011)
- Regional Coordinating Council - Member at large @ Central Florida Partnership (February 2010 - November 2010)
- Graduate Leadership Orlando 81 @ (March 2011 - October 2011)
- Consultant - Social and Environmental Responsibility of Tourism @ (May 2011 - July 2011)
- Volunteer @ YMCA - Teen Achievers (January 2010 - January 2011)
- Chair of Leads Group - Business Development @ Hispanic Chamber of Commerce of Metro Orlando (February 2006 - May 2010)
- Volunteer - Chair of Business Development @ American Cancer Society - Relevo Por La Vida (January 2006 - June 2006)
- Insurance Agent @ State Farm (August 2003 - March 2006)
- Investment Advisor @ (January 2000 - August 2003)
Julio Rocha Education
- Florida Institute of Political Leadership
Certificate (Campaign School and Community Leadership Program)
2021-2021 - Crummer Graduate School of Business at Rollins College
Master of Business Administration (MBA) (Entrepreneurship/Entrepreneurial Studies)
2012 - Crummer Graduate School of Business at Rollins College
Political Leadership Institute (Politics)
- University of Central Florida
Certified Financial Planning Certificate
- University of Central Florida
Bachelor's (Behavioral Science and)
- San Jose La SALLE - Guayaquil, Ecuador
Informatica
1995
Julio Rocha Skills
- Annuities (Variable & Fixed)
- Asset Allocation
- Business Continuation Strategies
- Business Continuation Strategy
- Business Development
- Buy-Sell Review
- Buy-sell Agreements
- College Funding Strategies
- Customer Service
- Deferred Compensation Plans
- Dental Insurance
- Disability Income Insurance
- Entrepreneurship
- Estate Planning
- Executive Benefits Strategies
- Financial Analysis
- Financial Needs Analysis
- IRAs (Traditional & Roth)
- Income Protection
- Key Person Insurance
- Leadership
- Life Insurance
- Management
- Marketing Strategy
- Mutual Funds
- Public Relations
- Public Speaking
- Sales
- Series 6, 63, 65, 66 registrations
- Small Business
- Social Media
- Social Media Marketing
- Strategic Planning
- Supplemental Retirement Income
- Wealth Accumulation
- Iras Traditional and Roth
- Annuities Variable and Fixed
- Series 6
- Hispanic Marketing
- Buy Sell Review
- Buy Sell Agreements
- Marketing
- 66 Registrations
- Advertising Agency
- IRAs
- Annuities
Julio Rocha Summary
- Julio Rocha, based in Orlando, FL, US, is currently a Senior Financial Planner at ROCHA Wealth. Julio Rocha brings experience from previous roles at Rotary International, Orange County Government, Univision Orlando & Tampa and Rocha financial. Julio Rocha holds a 2021 - 2021 Certificate in Campaign School and Community Leadership Program @ Florida Institute of Political Leadership. With a robust skill set that includes Annuities (Variable & Fixed), Asset Allocation, Business Continuation Strategies, Business Continuation Strategy, Business Development and more. Julio Rocha has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Julio Rocha?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co