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TRE 285 - Rocco A. Carriero - Life and Wealth Management
Manage episode 407465486 series 3560712
Mike Szczesniak에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mike Szczesniak 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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.
Connect with Rocco A. Carriero
Balance Your Business, Balance Your Life (book)
Connect with Mike Szczesniak
100 에피소드
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