Josh Rocha, AAMS®, CFP®

VP - Branch Manager

Representative for clients not served by a local Schwab branch.

+1 800-435-4000

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 24, 51, 63, 65 Securities Licenses

Experience

10 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2020-present
  • Manager, USAA, 2018-2020
  • Financial Advisor, USAA, 2014-2018

Education

  • Masters-Personal Financial Planning, Kansas State University
  • BS-Psychology, University of Phoenix

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