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Rocky  Chopra

Rocky Chopra

Financial Advisor

Rocky has been guiding individuals, corporations and non-profit organizations on their financial journeys for over twenty years.  He is versed in a wide range of financial strategies to help his clients meet their needs and reach their goals.  Rocky focuses on tax smart investment planning and management. Rocky works with you to establish goals develop a plan and select strategies to maximize your savings and return and minimize your taxes and risk. To enhance the services he offers Rocky has received extensive training in financial advising and retirement planning. He has access to a full range of financial strategies on your behalf  including asset management, education funding, retirement income planning, estate planning, and insurance planning.

Rocky has resided in the Puget Sound area since 1990 along with his wife Michelle and two children AJ and Shakti.

Over the years  Rocky has enjoyed coaching his son in baseball and wrestling, is an active member of PTSA and Boosters. He volunteers at Todd Beamer HS for the Cross Country, Wrestling and Track programs and has served on the board of the Tacoma Salvation Army Corps for over a decade. 

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Registered Address: 601 Union Street, Suite 2000, Seattle, WA 98101 

Click to view Cetera Investment Services Privacy Policy and other Important Information

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States. 

Check the background of our investment professionals on FINRA’s BrokerCheck.