As a financial consultant for over eleven years, Lawrence Rocha has worked to resolve client concerns related to retirement, wealth transfer, and lifetime income. He takes pride in providing the best financial planning possible and is driven by his strong desire to serve his clients. As a financial consultant, his goals include listening effectively and addressing financial problems by creating options that aim to meet his clients’ needs. He was especially drawn to UNIFY by the culture of putting client needs first.
Lawrence completed the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning, the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies, and a certificate in Personal Financial Planning from UCLA. He currently holds a Series 7 and 66 financial securities licenses through LPL Financial, and a California insurance license. Lawrence is currently completing a Master of Business Administration (MBA) degree from California State University, Monterey Bay.
A Northern California native, Lawrence currently resides in Southern California with his wife Vanessa and two stepchildren. He is a music enthusiast who has played drums and guitar since age twelve. He enjoys traveling and has even backpacked throughout South America. An avid football, soccer, and baseball sports fan, you can find him at a live music or sporting event in his free time.