Joshua Rocha

Wealth Planning Analyst

Josh serves as a Wealth Planning Analyst and is currently studying to become a CERTIFIED FINANCIAL PLANNER™ practitioner. Josh is a native of Atascadero and attended Cal Poly in San Luis Obispo, attaining a degree in Business Administration with a concentration in Financial Management. He served six years in the ARMY National Guard before joining the firm in 2017. Josh currently lives in Templeton with his wife, Kelly. He loves the Central Coast and all the activities it has to offer, and some of his favorite hobbies include hiking, fishing, and working on his 1971 Datsun 510.

Cal Poly San Luis Obispo – Summa Cum Laude

2016-2017 Distinguished Service Award, Orfalea College of Business

BS, Business Administration – Financial Management, Cal Poly San Luis Obispo

Current Community & Professional Service

ARMY National Guard – Enlisted

Hiking, fishing, cycling, and reading