Anthony J Rocchio III
Iron Birch Advisors
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Family Finances
- Retirement Planning Strategies
- Estate Planning Strategies
- Charitable Giving
- Sustainable and Responsible Investing
- Executive Compensation and Benefit Strategies
- Tax Planning Strategies
- Business Retirement Plans
CFP® CERTIFIED FINANCIAL PLANNER™
Life Accident and Health
- BA, History - Union College (NY), 2011
Awards & recognition
- Ameriprise Client Experience Award, 2020
- Enjoying my summer with my family and friends on the beach in Sea Girt, NJ. I am also an avid snowboarder, visiting Straton, VT in the winter.
- I am a dedicated New York Giant and Yankees fan, enjoying as many home games and tailgates as I can.
- Most importantly, I am a passionate chef and enjoy cooking for family events.