Broker Check
Charlie Rocco, JD/MBA, CFP®, CIMA®

Charlie Rocco, JD/MBA, CFP®, CIMA®

Managing Partner

Charlie started at MONECO in March of 2018 when his firm, Rocco & Associates Wealth Management, joined with MONECO. He began working at Rocco & Associates in March of 2012. He initially joined the firm to help his father market and grow the business. Planning on going back to law school, Charlie thought his time at Rocco & Associates was going to be short, but after only 3 months, Charlie realized that financial planning was what he wanted to do with his life. He decided the best way to learn more about his chosen profession, without giving up his aspirations for higher education, was to do both. By day Charlie continued to work at the firm, being elevated to President in January 2015. By night Charlie attended Fordham University where he earned a joint degree in law and business. He graduated cum laude from the School of Law, and was on the Dean’s List at the Gabelli School of Business, signifying a perfect 4.0 grade point average during his tenure. His legal background has allowed the firm to take a deeper dive into the financial planning process, especially with tax and estate planning. After graduating, Charlie continued his education, earning both his Certified Investment Management Analyst® designation in 2017 and his CERTIFIED FINANCIAL PLANNERTM designation in 2019. Charlie was awarded a Milli Award* in 2016, given to top millenial business professionals in Fairfield and Westchester Counties, and in 2019 he was named one of the 40 under 40 business professionals to watch in Fairfield County by the Fairfield County Business Journal.

Charlie started his career with The Aspire Group, a sports management consulting firm based in Atlanta, GA. Before working with Aspire he was also in Atlanta attending Emory University, where he graduated with a dual degree in Economics and Psychology. Charlie lives in Fairfield with his wife, Eilis. He is active in the Fairfield community serving on the board of the Regina A. Quick Center for the Arts at Fairfield University, the Financial Planning Association of Fairfield County, and the Fairfield Emerging Leaders Organization, a professional group within the Fairfield Chamber of Commerce.

Get to Know Charlie...

Favorite part about working at MONECO: Helping clients pursue goals that they didn’t think they could.

Favorite thing to do outside of work: Spending time with family and friends, reading (mostly non-fiction), and golf.

What I enjoy most about what I do: I enjoy that even though our business is finance and numbers, it is first and foremost a people business.

Biggest challenge: Filling my father’s shoes. Currently our longest serving clients have been with him since the 1970s! It is quite an accomplishment to build such enduring relationships.

Favorite…

Quotation: “If you don’t have time to do it right, when will you have time to do it over?” –John Wooden

Vacation: Argentina

TV Show: The Sopranos

Music: Red Hot Chili Peppers

Sports Team: Yankees, Giants, Nets and Rangers

 

*Award nominations based on dedication and vision at work in their communities. Nominations were open to the public. A panel of three judges scored nominations and the top 11 millennials from each county were chosen.