With more than 30 years of experience as a financial advisor, Craig Rochin is dedicated to helping individuals, families, and business owners pursue their financial goals with confidence.
His approach is focused on building personalized service and a genuine commitment to understanding each client’s unique needs.
A fifth generation California native, Craig was born and raised in Livermore, California, where his family’s roots run deep. He takes great pride in serving the community that has shaped his life and values for generations.
Craig credits his college football experience, as well as his lifetime dedication to strength training, to instilling discipline, perseverance, and teamwork that continue to influence both his personal life and professional career. He believes that lasting financial success is built through careful planning, strong relationships, and a long-term perspective.
Outside of the office, family is his greatest priority. He is the proud father of three children and grandfather to four grandchildren, and he cherishes every opportunity to spend time with them. He also enjoys traveling the world and creating meaningful experiences with family and friends.
Whether helping clients prepare for retirement, preserve wealth, or plan for future generations, Craig is committed to providing thoughtful guidance and exceptional service. His goal is to build lasting relationships and help clients make informed financial decisions with confidence for years to come.
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