Broker Check
The Cycle of Investing Events on Wall Street Perception vs. Reality

The professionals at Executive Planners NC, Inc. take great pride in striving to provide quality financial planning services. We are committed to serving you in the best possible manner with the most accurate and current information and material to facilitate your decision-making. The cornerstone of Executive Planners is developing and maintaining relationships. Strong relationships provide the framework for professional ethics, integrity and trust, and thus the ability to make smart decisions. 

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Jonathan LaRocca

Investment Advisor Representative


Jonathan M. LaRocca is a Financial Planner in Brevard, North Carolina. Jonathan has been in the financial planning industry for over 5 years in various roles including director of financial planning and now owner and lead advisor at...

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