Jonathan M. LaRocca is a wealth management advisor 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 Executive Planners NC.
Jonathan graduated from Appalachian State University and began his career in Brevard as an Associate Advisor before moving to New York to work as Director of Financial Planning for a large firm there. It wasn't long before the mountains were calling his name and he decided to move back to Brevard and purchase the firm he had worked for previously. Jonathan works with retirees and those nearing retirement to help them plan for retirement and avoid the possible pitfalls.