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TRE 285 - Rocco A. Carriero - Life and Wealth Management
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Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEOs, 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, and 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 this episode, Rocco talks about understanding your dream for the future. You will also learn how Rocco achieved the life he always wanted. Rocco believes that creating personalized wealth management solutions will help his clients bring their vision to life, considering personal, family, and business goals in every decision.
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Balance Your Business, Balance Your Life (book)
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