Rocio Tapia
- Role
- Field Director & Financial Advisor at Northwestern Mutual
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Rocio Tapia
I was raised and currently reside in the Bay Area! I joined Northwestern Mutual in 2008.…
Experience
Field Director & Financial Advisor
Jun 2008 — Present
Entrepreneur | Educator | Investor | I\'m a financial advisor / savings coach highly motivated to educate, empower, and build wealth for successful professionals throughout the law and tech spaces. I lead a team that helps serve our community in the most impactful ways we can. Each year, we continue to grow truly spectacular client base with our team. Let’s collaborate and create a unique, comprehensive plan that closely aligns your objectives with financial strategies that…
Education
UC Berkeley Extension
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
2020 — 2021
Radden Education Institute
Physician Financial Management , Advanced Education Series
San José State University
Business Finance
2004 — 2008
Skills
- Asset Management
- Banking
- Wealth Management
- Leadership
- Disability Insurance
- Financial Modeling
- Insurance
- Finance
- Strategy
- Financial Services
- Customer Service
- Sales
- Financial Planning
- Investments
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