Rocco Bianchi

Background

About Rocco Bianchi

With over two decades of experience in the Financial Services Industry, I provide clients with custom tailored strategies designed to help them meet their financial goals. I began my financial services career as a Financial Advisor with Merrill Lynch in 2001. I currently have my own firm, Core Wealth Strategies, which is a part of Wells Fargo Advisors Financial Network. Within Wells Fargo Advisors, I have been recognized as a member of the Platinum Council for 2012, 2014, and 2022. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. My team and I focus on advisory services to clients. As a team, we work closely with our client's other family advisors, including CPAs and estate planning attorneys. We strive to build lifelong relationships by providing a high level of service and world class advice. I advise clients on wealth accumulation, preservation, and transfer through the creation of customized wealth management strategies. These strategies involve portfolio development and management, tax minimization, asset preservation, and retirement income planning. I graduated from Truman State University with a degree in Finance. I reside in Paradise Valley with my wife and two young children. This information is intended for use only by residents of: AK, AL, AZ, CA, CO, DE, FL, GA, IA, IL, IN, MA, MI, MN, NC, NE, NV, NY, OR, TX, WA, and WI. Wells Fargo Advisors is not a legal or tax Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on