065: Rocco Carriero on Wealth Management for Self, Business and Family

Rocco A. Carriero is the author of Three Cords Approach to Life and Wealth Management for Business Owners. Rocco is an established wealth management advisor with nearly two decades of experience. He is passionate about creating financial plans that help his clients achieve their individual, professional, and familial aspirations, taking the necessary time to discover each client’s unique needs rather than defaulting to the garden-variety wealth management options. Rocco also shares financial advice and his Three Cords Approach to Life with audiences across the country, speaking at company events, industry conventions, and more.

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