Rocio Tapia
Field Director & Financial Advisor @Northwestern Mutual
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WORK HISTORY
Field Director & Financial Advisor @Northwestern Mutual
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
Radden Education Institute
Physician Financial Management , Advanced Education Series
San José State University
Business Finance
SKILLS
ABOUT ROCIO TAPIA
I was raised and currently reside in the Bay Area! I joined Northwestern Mutual in 2008.…
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