Adam Torres and Rocco A. Carriero discuss the 3 Cords Concept.
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The 3 Cords Concept was created to help business owners reach their financial goals. In this episode, Adam Torres and Rocco A. Carriero, Private Wealth Advisor at Rocco A. Carriero Wealth Partners, explore what business owners should consider when planning for the future.
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About Rocco A. Carriero
Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO’s and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications.
Rocco A. Carriero Wealth Partners is a private wealth advisory practice specializing in helping successful business owners achieve the life they’ve always wanted. Through creating personalized wealth management solutions, Rocco A. Carriero Wealth Partners helps clients to bring their vision to life, considering personal, family, and business goals in every decision.
Rocco and his team ask the questions that other advisors might not to better understand your dream for the future. Their primary goal is to help each client make the life they’ve worked so hard to achieve.