Roc has over 25 years of experience in the investment and financial planning industry and has dedicated his career to helping individuals live comfortably in retirement. He has experience working at large firms and decided to start Fiduciary Wealth Management because he appreciates the personal relationships he is able to develop with his clients.
At the firm, he works with individuals and families on their financial planning and complete wealth management needs. Roc is a CERTIFIED FINANCIAL PLANNER™ professional and holds a BBA degree in Finance. Roc is a member of the National Association of Personal Financial Advisors. (NAPFA)
When not in the office, Roc enjoys tennis, pickleball, fishing and soccer. He is a past volunteer at Our House homeless shelter, where he provided basic budgeting education to some of their residents. He is an active member of Christ the King church and on the board of trustees of the Mount Saint Mary Foundation.
Professional designations, licenses, and memberships are not endorsements of Fiduciary Wealth Management or its advisers by the issuing organizations and do not imply approval, sponsorship, or supervision.
We have been a member of the Fee-Only Network and NAPFA since 2016. We pay an annual fee to both organizations to be included in their directory of advisors. We are only eligible for inclusion in the directory after meeting the Fee-Only Network’s criteria of being fee-only fiduciaries that operate independently and are not affiliated with any life insurance company, annuity product, bank, or broker. Fee-Only advisors are paid only by their clients and never make commissions. Endorsements may not be representative of the experience of others and do not guarantee future performance or success.
Roc has contributed to publications such as The Wall Street Journal and Arkansas Business.
He is also recognized by the Certified Financial Planner Board of Standards, Inc. based on educational, experience, and ethical standards.
Rocklin and his daughter Sophie with an Amberjack they caught off the Florida coast.
