Tasha Rock, Cfp®, Cdfa® Email & Phone Number

Austin, Tx, Us

Austin, Texas Area

Working with a fiduciary-focused, independent boutique firm allows me to offer personalized and objective guidance in a team environment. This also assures my clients that I will always be available as their advisor and can remain focused on their specific needs and long-term goals. As a financial advisor working with a Registered Investment Advisor (RIA) firm, I am able to concentrate on developing and maintaining exceptional client relationships.I am excited to provide:➢ A commitment to help you plan and manage your wealth using a deep knowledge of your needs and goals to achieve the lifestyle that you envision.➢ Custom-designed and individually managed portfolios considering your current situation, future aspirations, and your overall financial plan.➢ The freedom to work with my clients for the long-term and in their best interests, first and foremost. My practice is built from my expertise and is only further benefited from the resources and collaborative team available from Per Stirling.

Austin, Texas Area

Two to three times a year The University of Texas offers the Capstone course for the CFP® certification program they offer. I was honored when I was asked to teach one of the classes each semester.➢ I share CFP® exam strategies and real-life advisory experiences while offering guidance to students who are in the final certification class.➢ I work to provide future colleagues with a strong understanding of how to communicate with clients and team members.➢ I demonstrate an exceptional example of a comprehensive financial plan and work with students to effectively facilitate the process, then deliver it to their client.

Austin, Texas, United States

I am the financial instructor for the Advanced Family Mediation Training course.

I was a member of the IACP CEU / CE Committee for the 2021 Annual Networking and Educational Forum.

Austin, Texas Area

I am a member of the State Bar of Texas CLE Planning Committee for the 2020 and 2022 Collaborative Law Courses.

Austin, Texas Area

We began building a program of educational networking events designed to promote gender diversity within the financial planning industry. The goal of the program is two fold: 1) support and equip women with resources and best practices to help them with career advancement, skills training, and client management, and 2) create greater awareness and understanding about the different challenges and biases that women face in the workplace.

Austin, Texas Area

Under our ownership, Texas Sailing has achieved Beneteau Platinum Dealership status 2008 through 2015, the highest honor for customer service. Also, Robert and I demonstrated a strong ability to consistently provide exemplary service by receiving the 2010 Beneteau Top Gun Dedication Award for the highest level of customer service throughout all of the Americas.My other notable contributions include:➢ Increased net income by 58% in the first year and by 520% in the eighth year.➢ Prepared, maintained, and analyzed financials to manage the budget as well as monitor seasonal trends and project future cash flow.➢ Managed dealership floorplan and business loans through direct contact to our loan officers. ➢ Prepared tax work for and worked closely with our CPAs, calculated boat owner and contractor 1099s / 1096s, and created monthly sales tax returns. ➢ Oversaw all risk management in what is considered to be an extremely high-risk industry.➢ Managed relationships with clients who had a high level of discretionary cash flow and supervised staff to a degree that we had very low turnover.

Austin, Texas

I worked with the Chicago-based firm to develop a business plan and complete other responsibilities necessary to open an advisory office in Austin.

Austin, Texas Area

As a Manager of Wealth Planning, I personally managed over 50 diverse client relationships with an average of $1.2 million under management.➢ I established and provided clients with specific recommendations through comprehensive, educational, and aesthetically-pleasing financial plans to achieve their financial objectives.➢ I assisted in shaping the Austin Asset investment strategy by serving on the Investment Policy Committee.

Austin, Texas Area

Austin, Texas Area

Austin, Texas Area

I received the Leukemia & Lymphoma Society “Shining Star Volunteer” award in 2009 and was the top fundraiser for Leukemia Cup Regatta in 2007, 2008, and 2009. In my third year, we were able to exceed our fundraising goal by over 70% and the prior year boat participation more than doubled.

Austin, Texas Area

My job with Carper GP was to manage a high net worth family's multi-faceted business portfolio. Some of my successes and contributions include:➢ Reduced professional expenses by over 160% in two years and over 300% in three years.➢ Developed, implemented, and maintained the accounting systems, which allowed successful passing of each state comptroller and internal audit.➢ Supervised staff of businesses owned, developed and implemented performance based bonus for all payroll systems, and ran payroll for those entities.➢ Organized, prepared for, and participated in routine team meetings with attorneys, CPAs, insurance brokers, and real estate landmen as direct contact for the family.➢ Worked with appropriate professionals to analyze and review assets and new opportunities then provided insights to the family to allow them to make well-informed decisions.

Austin, Texas Area

A large part of my job at Durbin Bennett was preparing tax returns for individuals. We had many oil/gas and day trader clients who needed me to organize and reconcile their books to help them arrive at a point where their information was ready for tax preparation.I had many accomplishments in my responsibilities, including:➢ Displayed extraordinary competence and work ethic to the point that a partner later offered the above position at Carper GP, Inc, one of the firm’s largest clients. ➢ Investigated individual’s tax-related income and expenses, organized details to allow efficient and accurate tax return preparation, then worked with CPAs to finalize the return.➢ Outsourced to work with and organize the financial department, including accounting systems, records, and offices, of business clients which resulted in lower fees and improved systems.

Certificate, Financial Planning

Ba, Portuguese, Minor: Spanish

Activities and Societies: National Society of Collegiate Scholars, Rotex, and Bate Papo.While studying at the University of Texas I.