FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
As President of Strada Wealth, LLC, Rocco brings over 34 years of financial experience to the practice. Educated at East Carolina University and St. Joseph's University, his background in taxation seamlessly integrates tax...
Prior to joining TriPoint, Todd was he founder and president of Wangler Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ professional with a client-friendly approach to financial planning. Todd’s passion is helping...
Licensed Client Service Associate
Eric brings a wealth of experience to Strada Wealth Management from his years at both Merrill Lynch and UBS. Fully licensed, Eric is responsible for day to day client service and interaction that keeps Strada Wealth Management running...