Merrill Lynch Financial Advisor Rocco Rugnetta

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Rocco Rugnetta is a financial advisor based in Bala Cynwyd, Pennsylvania, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Rocco holds several professional certifications, including CKP, CPFA, and CRPC, which enhance his ability to guide clients in their financial planning. His practice focuses on helping clients navigate their financial journeys with personalized strategies and support.

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