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Steven Rocha

Senior Financial Advisor

Steven A. Rocha is a distinguished Senior Vice President and Senior Financial Advisor with over four decades of experience in providing financial advice to clients. He joined the Merrill Lynch Wealth Management San Francisco office in 1980 and has since helped clients to develop strategies to manage their individual, business, and personal financial portfolios. Steven holds a Bachelor's degree in Economics from the prestigious University of California, Berkeley. As a financial advisor, he provides expert guidance to clients on wealth management, investment, and retirement planning. Steven is a well-respected professional who is passionate about delivering excellent financial advice and helping clients achieve their financial goals. He currently holds the position of Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. If you are looking for a top financial advisor to help you manage your portfolio, Steven A. Rocha is definitely worth considering.

Highlights

Nov 4 · linkedin

We all need to recognize the importance of being cyber aware. This article from Bank of America's Craig Froelich reminds us how we all can be more secure and resilient.

Jul 14 · linkedin

If you're considering #relocating to a lower-tax state, read this article first. It has some smart insights and tradeoffs to consider.

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Steven Rocha
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Location

San Francisco, California, United States