Lawrence Rocha, MBA, AIF®

Lawrence is a financial advisor dedicated to helping people bring order, clarity, and confidence to their financial lives. With more than fifteen years of experience, he guides individuals and families through life’s major transitions, helping them move from uncertainty to clarity as they work to grow their savings and assets, plan for retirement, and build lasting wealth. Fluent in Spanish, he’s especially passionate about serving bilingual and first-generation families who value clear communication and trustworthy guidance.

His approach blends technical expertise with practical empathy, creating a space where clients feel understood, informed, and empowered to make financial decisions that reflect their goals and values. Lawrence believes that sound financial planning is more than crunching numbers—it’s about helping people gain confidence and stability in every stage of life.

Lawrence earned his MBA from California State University, Monterey Bay, a Bachelor of Arts from San Francisco State University, and a Certificate in Personal Financial Planning from UCLA Extension. He holds the Accredited Wealth Management Advisor℠ (AWMA®) and Accredited Investment Fiduciary® (AIF®) designations, along with Series 7 and 66 registrations and a California insurance license.

Originally from Northern California, Lawrence now lives in Downtown Los Angeles with his wife, Vanessa, and their two children, Grace and Brayden. A lifelong musician who’s played drums and guitar since the age of twelve, he enjoys traveling and once backpacked solo through South America. Outside the office, he enjoys live music, soccer, baseball, and spending quality time with his friends and family.