This week, Rusty Shelton talks shop and work-life balance with Rocco A. Carriero, the founder of his own wealth management firm. Rocco gives our listeners some comprehential financial planning and estate planning advice, as well as how his book’s “three cords approach” helps readers manage business, family, and self-care.
About Rocco A. Carriero:
Rocco A. Carriero is a comprehensive Wealth Advisor, specializing in working with business owners, CEOs, 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 and 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. He is the author of Three Cords Approach To Life And Wealth Management For Business Owners, published by ForbesBooks. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center. He also serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, New York with his wife, Heather, and their two children, Ella and Luca.