Rocky Monson brings more than 14 years of experience in the financial services industry. He spent the seven and a half years prior to working at Asset Preservation, helping high-net-worth clients meet their investment and financial goals with one of the largest investment advisors in the country. Rocky is passionate about helping clients understand their financial future and helping them create a comprehensive and tax-efficient financial plan.
Rocky is a fiduciary and holds his FINRA Series 65 as a licensed Investment Advisor Representative (IAR). He maintains the highest standard of care by always putting the needs of his clients first. He graduated with his Bachelor of Science degree in Business administration from California State University of Bakersfield. He is currently completing his Certified Financial Planning Capstone Certificate through the University of Georgia, Terry School of Business. When Rocky isn’t working with clients, he enjoys spending time with his family. They enjoy watching sporting events, doing things outside, and traveling together.
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