LaRocco & Associates

Founded and supported by women; at LaRocco & Associates we believe in helping you balance the everyday tasks of managing finances and spending along with the task of long-term savings and investing for the dream life you envision. We develop a plan aligned with your value and provide ongoing help and advice. We are your biggest fans. We are equal opportunity in our service and specialize in female financial literacy and LGBTQIA+ communities. We help our high-income earners with equity compensation structure, stock options, investment management, retirement plan set up and funding using holistic ongoing advice.

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Team photo for LaRocco & Associates
Team photo for LaRocco & Associates

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Advisors

Kari LaRocco

CFP®, CRPC, APMA, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kari LaRocco's website


Team

Tami Dalto

Tami Dalto

Operations Director

Hawea Washburn

Hawea Washburn

Executive Assistant

Nina Jennings

Nina Jennings

Paraplanner

Qualifications

  • APMA

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