Roque and Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Gail R Roque, Private Wealth Advisor serving the Pasadena, CA area - Ameriprise Advisors

Gail R Roque

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Gail R Roque's website
Giovanni Alvarez-Mena, Financial Advisor serving the Pasadena, CA area - Ameriprise Advisors

Giovanni Alvarez-Mena

Financial Advisor

Visit Giovanni Alvarez-Mena's website
Christopher M Ocepek, Financial Advisor serving the Pasadena, CA area - Ameriprise Advisors

Christopher M Ocepek

Financial Advisor

Visit Christopher M Ocepek's website

Team

Stefan Saldivia

Stefan Saldivia

Investment Manager,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • B.S. Business Administration
  • M.S. Financial Planning
  • CA Insurance License #0F86011

Roles & Responsibilities

  • Investment Management
  • Portfolio Construction
  • Investment Strategies
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Tessa Brinkman

Tessa Brinkman

Client Service Specialist

Phillip Roque

Phillip Roque

Financial Planning Assistant