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Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ Email & Phone Number

Senior Resident Director - Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management
Location: Greater Houston, United States, United States 2 work roles 1 school
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Role
Senior Resident Director - Wealth Management Advisor, Vice President
Location
Greater Houston, United States, United States
Company size

Who is Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™? Overview

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Quick answer

Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ is listed as Senior Resident Director - Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management, a company with 34842 employees, based in Greater Houston, United States, United States. AeroLeads shows a matched LinkedIn profile for Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™.

Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ previously worked as Resident Director - Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management. Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ holds Bachelor'S Degree from Hofstra University.

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Email format at Merrill Lynch Wealth Management

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Merrill Lynch Wealth Management

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Profile bio

About Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™

As the Vice President and Resident Director of Merrill's Kingwood office, I somehow ended up bringing my Long Island charm all the way to Texas. Who saw that coming? I'm a proud Hofstra grad (Harvard of Long Island, if you're asking), and I've got more financial certifications than I know what to do with-CFP® professional, ChFC®, SE-AWMA™, CPFA™, the whole alphabet. I even taught the CFP® program at Rice University, which is a fancy way of saying I talk a lot.When I'm not knee-deep in financials, I'm probably watching the NY Rangers hockey team break my heart again, adding another watch to my collection, or drinking coffee like it's my job. My three sons keep me on my toes, especially the one who decided Texas A&M was his thing (Whoop!). At home, I've got Winston, our basset hound, and Chloe, our lab mix-both rescues, both a handful. And then there's my wife, Anne, a middle school teacher and nurse, who somehow keeps this whole circus running smoothly.On weekends, I'm out there with the Miracle League, helping kids with special needs play baseball, because apparently, I can't say no. I'm also on the YMCA board and have a weakness for Italian food and wine-seriously, it's like a second job. To make an appointment, please call my office at 281-348-9422. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.*Sports & Entertainment Accredited Wealth Management Advisor™ , SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Current workplace

Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™'s current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Senior Resident Director - Wealth Management Advisor, Vice President
Houston, TX, US
Website
Employees
34842
AeroLeads page
2 roles

Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ work experience

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1 education record

Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ education

  • Hofstra University
    Hofstra University
    Bachelor'S Degree
FAQ

Frequently asked questions about Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™

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What company does Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ work for?

Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ works for Merrill Lynch Wealth Management.

What is Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™'s role at Merrill Lynch Wealth Management?

Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ is listed as Senior Resident Director - Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management.

Where is Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ based?

Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ is based in Greater Houston, United States, United States while working with Merrill Lynch Wealth Management.

What companies has Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ worked for?

Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ has worked for Merrill Lynch Wealth Management.

Who are Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™'s colleagues at Merrill Lynch Wealth Management?

Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™'s colleagues at Merrill Lynch Wealth Management include Holly Sandner, Justin Myers, Tony Golden, Yuli Ani, and Michael Welch.

How can I contact Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™?

You can use AeroLeads to view verified contact signals for Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ attend?

Brian Larocca, Cfp®, Chfc®, Se-Awma™, Cpfa™ holds Bachelor'S Degree from Hofstra University.

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