Our Team

Al Rocca, PFP

Wealth Advisor

Al specializes in connecting you with the right partners at the right time. His attention to detail leads to creating a personalized service by bringing in the expertise of his partners to help build a comprehensive plan. Although he started his career in banking, he moved over to the wealth management advisory side to further diversify what he could offer, which is why there is such focus on his partners.

Al is born and raised in Sudbury, so is well known in the community. He holds the Wealth Advisor & PFP titles, is insurance licensed, is currently working on obtaining his Chartered Investment Manager (CIM) designation, is fluent in Italian and has over 30 years experience. Outside of work you will find Al with his wife Elena and spending time with his niece Francesca and nephews Nicholas and Matteo.

Click here to meet our partners. 

Click here to schedule a private consultation.