The Team

LaRocco & Associates
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Kimberly Wilson

Kimberly Wilson

Associate Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances

Education

BBA Bachelor of Business Administration, Stetson University, DeLand, FL

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Kari LaRocco

Kari LaRocco

Private Wealth Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Women's Financial Strategies
  • Tax Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families

Education

BA Bachelor of Arts, Business Administration/Economics, Belmont Abbey College, Belmont, North Carolina
CA Insurance #0H32710 AR License #7090874

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Our Staff

Dairesse Torres

Dairesse Torres

Operations Manager