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Roc Willis
Financial Advisor
Biography
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
PRESIDENTS CLUB
Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.
Resources
The following videos are resources for you to learn more about our planning process and how we analyze the risk associated with your current investment strategy.
Money Guide Pro
We use MoneyGuide Pro to help create a customized financial plan that addresses your expectations, concerns, and goals.
Riskalyze
Explore how we use Riskalyze to identify your unique risk score, and create a portfolio that best represents your needs.
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