The Team

Becatti & LaRocco Wealth Advisors
Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Lance Becatti

Lance Becatti

Private Wealth Advisor

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Designations

CFP®, CLTC®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
CA Insurance #0E74963

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Kari LaRocco

Kari LaRocco

Private Wealth Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Women's Financial Strategies

Education

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

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Kimberly Wilson

Kimberly Wilson

Associate Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning

Education

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

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Sita Monti

Sita Monti

Financial Advisor

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Designations

MBA, CFP®, APMA®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Science in Finance, University of Tampa, Master of Business Administration, University of Tampa

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Our Staff

Andi Bair

Andi Bair

Practice Manager

Dairesse Torres

Dairesse Torres

Operations Manager

Kelly Kifer

Kelly Kifer

Financial Planning Assistant

Deb Vickers

Deb Vickers

Client Service Manager

Adeline Hegedus

Adeline Hegedus

Administrative Assistant

Nena Garga

Nena Garga

Business Development Director

Caleb

Caleb

Client Relationship Manager