Rocco Palumbo

Rocco Palumbo

Private Wealth Manager - DTC, CO

As a Private Wealth Manager at E.A. Buck Financial Services, I value each opportunity I get to work with individuals and families to build not only financial portfolios but also lifelong relationships. I truly believe in what our organization does – informing and helping clients create a strategic action plan through our unique five-step E.P.I.C. process. Our E.P.I.C. planning involves the one-on-one engineering of your financial goals exclusive to E.A. Buck clients. The focus is on integrating structure, tax-managed strategies, and tools to create the most comprehensive planning experience.

As a lifelong athlete, I learned the importance of hard work and dedication. Those two values have stuck with me throughout my personal and work life, allowing me to thrive in challenging situations. Seeing the various pitfalls Americans face today in personal finance, I knew I could make a significant difference and improve people's lives.

What I love most about my role is being able to connect with my clients and work with them one-on-one to create individualized plans to pursue their goals. I pride myself on knowing I can be there for my clients providing support and guidance when they are faced with various obstacles in life. I look forward to helping my clients work towards their financial dreams, as well as giving back to the Denver community that raised me to be the person I am today.

Areas of Focus:
Private Wealth Management | Retirement Planning | Social Security Planning | IRA & 401(k) | Active Fund Management | Insurance Policies | Legacy Planning | Risk Management | College Planning | Long-Term Care