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Steven Rocha profile image

Steven Rocha

Senior Financial Advisor, Senior Vice... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Merrill Lynch Wealth Management</span>
Intro Book
Seasoned financial professional with 43+ years of experience in portfolio management and financial services.
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Location
San Francisco, California, United Sta...
Languages
  • English Professional working proficiency
Skills
  • Start Ups
  • Portfolio Management
  • Management
  • Acquisitions
  • Investments
  • Show all
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Bio

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Steven Rocha is a seasoned financial professional with over 43 years of experience in the industry. He holds a Bachelor's Degree from the University of California Berkeley School of Economics and has worked as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He is also a certified Personal Investment Advisor. With expertise in portfolio management, acquisitions, investments, and marketing, Steven has a strong background in the financial sector.

Credentials

  • Personal Investment Advisor
    Merrill Lynch Internal
    Aug, 2014
    - May, 2026

Experience

Education

  • 1973 - 1978
    Univ of California Berkeley School of Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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