Broker Check


Executive Planners NC provides personalized investment managementd services for people who want a trusted partner to advise them on financial decisions for themselves and their loved ones. Whether you are thinking of starting to plan for retirement in a few years or are already retired, Executive Planners NC is ready to create strategies for your retirement assets to help you live out the retirement of your dreams. 

Our priority is helping you financially take care of yourself and your family. We want to learn more about your personal situation, identify the dreams and goals that matter most to you, and understand your tolerance for risk. Once we understand your risk tolerance, time horizon, and goals, we work diligently to develop a program that carefully balances investment strategies with preserving principal. 

Call or email us today to schedule a freeno-obligation planning session to make sure you have the resources and information you need to make the most of your retirement. 

Jonathan LaRocca

Wealth Management Advisor


Jonathan M. LaRocca is a Wealth Management Advisor in Brevard, North Carolina. 

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Tyler Koopman

Client Service Associate


After graduating from St. Mary’s Honors College, Tyler worked on a congressional campaign in his home state of Maryland. He became interested in business and worked with small and local businesses in Washington D.C. After...

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