Roch Tranel

Chief Executive Officer @Liberty One Investment Management

Libertyville, IL, US
EMAILS
r•••@libertyoneim.com
MOBILE NUMBERS
+18•••••••10

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WORK HISTORY

Jan 2013 — Present

Chief Executive Officer @Liberty One Investment Management

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Liberty One strategies and concepts were first introduced to the marketplace through The Tranel Financial Group. Leveraging the success achieved through The Tranel Financial Group, Liberty One strategies were successfully implemented throughout the firm’s broker dealer. Liberty One started expanding beyond its broker dealer in 2019 – bringing its proven client friendly strategies to the industry.

EDUCATION

1982 — 1986

University of Wisconsin-Whitewater

Bachelor of Science, Business, Sociology

SKILLS

Time ManagementEntrepreneurshipSecuritiesPublic SpeakingRetirementStrategic Financial PlanningStrategySocial MediaPortfolio ManagementStart-UpsNew Business DevelopmentSales ManagementIrasFixed AnnuitiesMicrosoft OfficeSalesBusiness CoachingFinancial PlannersFinancial AdvisoryLeadership DevelopmentFinanceToastmastersTeam BuildingManagementFinancial ServicesStrategic PlanningLeadershipSmall BusinessSeries 7WealthFinancial AnalysisMarketingRetirement PlanningBankingMutual Funds401kWealth AccumulationRisk ManagementProject ManagementCoaching

ABOUT ROCH TRANEL

Roch Tranel is Chief Executive Officer and Founder of The Tranel Financial Group and has been helping individuals reach clarity and confidence about their financial future since 1988. Helping people Enjoy a Better LifeTM through successful financial planning is Roch’s passion in life. Roch has assembled a team of professional financial advisors who are committed to the same principles and share his same commitment to providing an unparalleled client experience.Liberty One strategies and concepts were first introduced to the marketplace through The Tranel Financial Group. Leveraging the success achieved through The Tranel Financial Group, Liberty One strategies were successfully implemented throughout the firm’s broker dealer. Liberty One started expanding beyond its broker dealer in 2019 – bringing its proven client friendly strategies to the industry.The Tranel Financial Group services include, but are not limited to: Investment & Retirement PlanningCollege PlanningTax & Accounting. First consultation is free, please feel free to call at 84••••••50.

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