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The move is part of a larger plan to transition the 40-year-old firm to the next generation while providing stability for the firm’s growing client base. Charlie Rocco, the firm’s former COO, assumed the CEO role in July and will continue to focus on guiding the firm’s strategic mission.
“It’s a very exciting time for the firm,” said Rocco. “As a growing business it is important that we not only have the right people on board, but we have the right people in the right roles. Eric’s experience crafting the overall message of the firm makes him the perfect candidate to run our day-to-day business."
“We lead with planning, not products. That’s what we tell every potential client who asks why we should do business with Rocco & Associates,” said Johnson. “Our client approach is totally different than it was three years ago. Today we don’t need to sell you an investment for us to do business, it is all about the financial planning process. Everything we do after that, whether it be investments, tax, insurance, or just sound financial advice, is designed to further our client’s planning goals. The timing of the restructuring isn’t accidental. The firm is coming off a banner year and is looking to continue to expand in the community."
“2015 was a big year for us, as we continue to grow we are looking at more team members, more space, and, most importantly, more clients to assist,” said Rocco. “Growth alone is not enough. We need to make sure that every person who joins our team understands our values and the level of care we bring to each client engagement. Eric is the guy to put it all together.”
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