Carolyn Rocha, Financial Advisor located in Springtown, TX

Financial Advisor
Carolyn Rocha

MBA, CFP®, CEPA®, AAMS®
825 E Hwy 199 Ste 101, Springtown, TX 76082opens in a new window
Accepting New Clients
Serving clients with $500,000
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Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Navigating Loss of Spouse

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Personal Fitness

Team Members

  • Eva Barfield
    Sr. Branch Office Administrator
    FPQP®
  • DaLania Rogers
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(817) 523-3196

Fax

(877) 222-0949

Office Address

825 E Hwy 199 Ste 101
Springtown, TX 76082opens in a new window

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