Rocco  Manochio,  CFP<sup>&reg;</sup> - Financial Advisor

Rocco Manochio, CFP®

CLU®,ChFC®,CRC®

Private Wealth Advisor / Managing Director

RM Financial Management

1064 S Main St, Ste 1A
West Creek, NJ 08092
FINANCIAL ADVISOR'S WEBSITE
(609) 318-8000 CONNECT WITH Rocco
  • facebook link
  • twitter link
  • linkedin link

General

Rocco Manochio is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RM Financial Management in West Creek, NJ and the surrounding communities.

Financial Advisor Experience

Private Wealth Advisor, Ameriprise Financial, 2011-Present

Financial Advisor, Wells Fargo Advisors, 2009-2011

Financial Advisor, Wachovia Securities, LLC, 2004-2009

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Certified Retirement Counselor® (CRC®)
  • Other - CLU®, APMA®, CLTC®

Insurance Licenses

  • Life insurance: AZ, FL, MD, NC, NJ, NV, PA, SC, TX
  • Fixed annuities: AZ, FL, MD, NC, NJ, NV, PA, SC, TX
  • Variable annuities: AZ, FL, MD, NC, NJ, NV, PA, SC, TX

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes

More

Helpful Financial Planning Resources