Lawrence Rocha Email & Phone Number
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Lawrence Rocha Location
- Los Angeles, CA, US
Lawrence Rocha Work
- 2025 -now Financial Planner @ Parallax Wealth Management
- 2021 -2025 Financial Consultant @
- 2018 -2021 Financial Advisor @
- 2015 -2017 Financial Advisor @
- 2012 -2015 Financial Advisor @
Lawrence Rocha Education
- California State University, Monterey Bay
Master of Business Administration - MBA
2021-2023 - UCLA Extension
Certificate (Personal Financial Planning)
2015-2016 - San Francisco State University
Bachelor of Arts - BA (Radio and Television)
2006-2009 - Santa Barbara City College
Associate of Arts - AA (History, Liberal Studies)
2005-2006
Lawrence Rocha Skills
- Superior Client Service
- Oral & Written Communication Skills
- Analytical Reasoning
- Collaborative Problem Solving
- Technology
- Outstanding time management skills
- Organization & prioritization skills
- Teamwork
- Wealth Management
- Retirement Planning
- Time Management
- Management
- Financial Services
- Investments
- Client Services
- Insurance
- Variable Annuities
- FINRA
- Series 6
- Finance
- CRM
- Strategic Financial Planning
- Wealth
- Financial Planning
- Banking
- Credit Analysis
- Customer Service
- Microsoft Office
- Retirement
- Credit
- Portfolio Management
- Series 7
- Mutual Funds
- Series 63
- Leadership
- Asset Allocation
- Relationship Management
- Organization and Prioritization Skills
- Hospitals
- Microsoft Word
- Oral and Written Communication Skills
- Sales
- Research
Lawrence Rocha Summary
- Lawrence Rocha, based in Los Angeles, CA, US, is currently a Financial Planner at Parallax Wealth Management. Lawrence Rocha brings experience from previous roles at UNIFY Financial Credit Union, Avantax Wealth Management®, Technology Credit Union (Tech CU) and U.S. Bancorp Investments, Inc.. Lawrence Rocha holds a 2021 - 2023 Master of Business Administration - MBA @ California State University, Monterey Bay. With a robust skill set that includes Superior Client Service, Oral & Written Communication Skills, Analytical Reasoning, Collaborative Problem Solving, Technology and more. Lawrence Rocha has 1 mobile phone numbers on RocketReach.
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