David Rocker, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • New Investors
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Business Retirement Plans

About David

I love solving puzzles, any type of puzzle. Whether finishing a jigsaw puzzle or completing a crossword puzzle, I always find satisfaction in the work it takes to complete these tasks. I take this same approach when working with my clients to help them complete the puzzle of reaching their financial goals.

My other passion is people. While I may work with numbers, research investments and develop financial strategies, what I am really passionate about is the people: working with my clients to help them achieve their long-term financial goals.

My ideal clients are those who want to carefully and thoughtfully work...

Work History

  • Edward JonesMarch 2020 to Current

Education

  • Case Western Reserve UnivMaster of Business Admin
  • Univ of Wisconsin - MadisonBachelor of Arts

Personal Interests

  • Golfing
  • History and Museums
  • Music
  • Pickleball
  • Spending Time with Family

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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