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Philadelphia Estate Planning Council

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Hugo Rocha

Wells Fargo Advisors


Member profile details

First name
Last name
Wells Fargo Advisors
Financial Advisor

Additional Membership Information

Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Banking/Trust Administration
  • Charitable Planned Giving
  • Financial Planning
  • Insurance
  • Investments
Professional Bio
With more than 20 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - through major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. It takes more than a single planning session to put your wealth to work in support of your life goals; it takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your evolving goals and needs. I began my financial services career in 1998 as a financial advisor with an investment firm on Wall Street after graduating from Rutgers University with a bachelor’s degree in economics. I also served clients for two years with Merrill Lynch’s Private Client Group before moving my financial practice to the Bucks County region with Wells Fargo Advisors in 2003. Committed to helping my community prosper I have been an active volunteer and board member for more than 10 years with Pennsbury Manor, the museum and reconstructed summer home of William Penn. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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