Thomas Larocca Email & Phone Number
President
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Thomas Larocca Location
- Wilmington, DE, US
Thomas Larocca Work
- 2008 -now President @ JPL Asset Management and Planning
- 1997 -2007 Branch Manager; Financial Advisor @
- 1994 -1997 Financial Planner @
Thomas Larocca Education
- The American College
ChFC Designation (Comprehensive Financial Planning)
1996-1998 - Penn State University
Bachelor's degree (Finance)
1989-1993 - Certified Financial Planner Board of Standards
CFP Designation (Comprehensive Financial Planning)
Thomas Larocca Skills
- Estate Planning
- Series 63
- Financial Advisory
- Planning
- Registered Investment Advisor
- Fixed Annuities
- Insurance
- Retirement Planning
- Portfolio Management
- Investments
- 401k
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
- ChFC
- Strategic Financial Planning
- Risk Management
- Asset Management
- Strategic Financial
- Retirement
- Services
- Series 7
- Securities
Thomas Larocca Summary
- Thomas Larocca, based in Wilmington, DE, US, is currently a President at JPL Asset Management and Planning. Thomas Larocca brings experience from previous roles at LPL Financial Services and American Express Financial Advisors. Thomas Larocca holds a 1996 - 1998 ChFC Designation in Comprehensive Financial Planning @ The American College. With a robust skill set that includes Estate Planning, Series 63, Financial Advisory, Planning, Registered Investment Advisor and more. Thomas Larocca has 1 emails and 1 mobile phone numbers on RocketReach.
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