Verified recordFinancial Services

Hector J. Roche

Wealth Advisor, AVP at Citi

Based in New York, United States

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Seniority

Vp

Department

Finance & Accounting

Location

New York

Industry

Financial Services

Company size

201K

Contact information

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Email

1 credit

h•••••••@citigroup.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Hector J. Roche

As a seasoned financial professional, my expertise lies in helping individuals align their priorities and achieve their short and long-term goals. Through building strong and trustworthy relationships with my clients, I gain a deep understanding of their values and aspirations, allowing me to deliver a tailored and comprehensive approach to financial planning. My guidance includes strategies for preserving and growing financial legacies, protecting clients' lifestyles and those of their loved ones, and ensuring tax-efficient wealth transfer throughout their lifetime. With access to a diverse set of tools, team and resources, I'm able to provide personalized financial solutions that are specifically designed to meet the unique needs of each client. My ultimate goal is to deliver a superior and personalized experience that goes above and beyond expectations.

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Hector J. Roche Email & Phone Number @ Citi | Kipplo Discover