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  • Contact Lawrence Rocha

    Lawrence Rocha

    Lawrence Rocha, AWMA® Financial Advisor, Tech Wealth Management*
    Phone: 408-487-7511, 408-204-9221Contact Form

    Lawrence Rocha is a Financial Advisor with Tech Wealth Management. Lawrence has a strong background in developing and implementing personalized financial plans. He has extensive experience in planning for retirement income, long term care expenses, preservation of assets, 401k plans and legacy administration.

    Prior to joining the company, Lawrence worked in the Private Client Group at U.S. Bancorp Investments, where he achieved numerous achievements including the prestigious Inner Circle President’s Club and many quarterly Pinnacle awards. Earlier in his career, he worked at BancWest Investment Services and New England Securities.

    Lawrence earned his Bachelor of Arts degree from San Francisco State University. He currently holds FINRA Series 7, 66, 63 and 6 securities registrations in addition to his California Life Insurance license. He is an Accredited Wealth Management Advisor (AWMA) and is currently working towards his Certified Financial Planner (CFP) designation. Lawrence has also completed a twenty-four unit certificate program in Personal Financial Planning from UCLA.

     

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