Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Women's Financial Strategies
  • Employee Stock Options
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • Bachelor of Science in Business Administration
  • Certified Financial Planner

Awards & recognition

  • Ameriprise Circle of Success, 2021
  • Roque and Associates, Ameriprise Client Experience Award, 2021

Professional associations

  • San Marino Chamber of Commerce since August 2009
  • Jewel City 29 Toastmasters Club since August 2011
  • ProVisors since October 2013

Community participation

The Roque and Associates team with the help of clients helped package over 12500 pounds of potatoes!
The Roque and Associates team with the help of clients helped package over 12500 pounds of potatoes!

Member of Glendale Jewel City 29 Toastmasters since August 2008 and Past President - www.jewelcity29.com

Proud member of ProVisors, a business consulting group

Past Board Member of the San Marino Chamber of Commerce - Treasurer

Past member and Board member of the Women's City Club of Pasadena

Interests

  • I ran the Los Angeles marathon in 2006 and enjoy fitness and a healthy lifestyle.
  • I enjoy traveling and experiencing other cultures. My favorite destinations have been Colombo in Sri Lanka, Surfers Paradise in Australia and the island of Spetses in Greece.
  • I love animals and have volunteered my time caring for animals at the Glendale Humane Society.
  • I am proud that my son is close to graduating from the University of Arizona in June 2022.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.