Matching Your Financial Resources To Your Family Goals with Rocco Carriero
Capital Gains Tax Solutions Podcast · Brett Swarts
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Show Notes
Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications.
Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.
In our conversation, we discussed:
- Identifying and Creating a Financial Plan.
- Commitment to developing a strategic financial plan.
- Matching your financial resources to your family goals.
Connect with Rocco Carriero:
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