Unclaimed ProfileUnclaimed

Get found as the Top Financial Advisor in Palmdale, CA
R
Rocio Montagner
Financial Advisor
Edward Jones - Palmdale,CA
In 2014, I started my career at Edward Jones. I became a limited partner in 2023 and a key leader for my region in 2024. As a limited partner and financial advisor, I continue to serve my clients in Palmdale, California, branch office. With...... Show More
Location & Business Hours
Thursday
08:00AM to 05:00PM
Friday
08:00AM to 05:00PM
Saturday
appointment
View all days
Reviews
Sorry! No reviews found for this Profile
Write a first review to Rocio
Write a Review
About
In 2014, I started my career at Edward Jones. I became a limited partner in 2023 and a key leader for my region in 2024. As a limited partner and financial advisor, I continue to serve my clients in Palmdale, California, branch office. With over 26 years of experience as a financial advisor, I have built a successful practice through time-tested, client-first strategy. I believe it is important to invest my time to understand what is most important to you and take the necessary steps to help you reach your goals. I enjoy helping my clients create strategies to help achieve their financial dreams. As a financial advisor, my focus is to serve the long-term investor and small business owners working in partnership with their CPAs and estate planning attorneys. I strive to develop a personal relationship with my clients and their families, so I can understand their needs and customize solutions that will allow us to look to the future with confidence. It is important that my clients recognize their tolerance to risk as I guide them to implement investment strategies that they comprehend and are comfortable with through good and volatile markets.My family is everything to me, so I enjoy and appreciate learning more about the import people in my clients' lives. I have been married to my best friend, Frank, since 1993 and we have our son, Zachary, who grew up in the AV, so we are passionate about our community. I also enjoy being an integral part of my community and am involved with such organizations as Antelope Valley Chambers, AV Symphony Orchestra & Master Chorale, Barn Yard Bells and the Antelope Valley Hispanic Chamber where I served as president from 2011 to 2012. My team is committed to ensure your high-level service expectations. But we are not alone. Thousands of qualified resource associates and have advanced technology that support our office. Please contact us for a complementary consultation.
Search Rank ScoreLearn More →
55
/850
Search Rank Score
What is the Search Rank Score®?
Experience.com’s Search Rank Score measures a professional’s online search visibility across hundreds of key SEO attributes.
FAQs
Here are some Frequently Asked Questions about Rocio Montagner
What organization is Rocio Montagner associated with?
Rocio Montagner is associated with Edward Jones.
What is Rocio Montagner’s work email address?
Rocio Montagner’s professional email address is r*************r@e**********.com. You can also email Rocio Montagner by clicking on the contact Rocio Montagner.
Where is Rocio Montagner based out of?
Rocio Montagner’s primary location is Palmdale, CA.
What is Rocio Montagner's phone number?
Rocio Montagner's phone number is (661) 224-1365
What is Rocio Montagner's title??
Rocio Montagner is a Financial Advisor.