Our Team

John J. Rocco Sr., CLU®, MSFS
Founder

An agent in the insurance and financial services industry since 1956, John has earned numerous awards in his long and successful career. A Life and Qualifying Member of the Million Dollar Round Table*, earning the Chartered Life Underwriter designation, and in 1996, earned his Masters of Science in Financial Services from the American College in Bryn Mawr, PA, one of the leading colleges specializing in insurance and financial education. John is also a Financial Adviser offering investment advisory services through Eagle Strategies LLC. A Registered Investment Adviser. John has continually been at the top of his profession through his involvement with such groups as NAIFA, the Boston Life Underwriters, the Association of Advanced Life Underwriters, and the 21st Century Endowment program at the American College. He is also a trustee emeritus for the board of Directors of the American College. John also serves on the board of directors for several community and business groups in the Boston area.

 

John S. Rocco, CLU®, ChFC®
Partner

John, a Partner at the Rocco Insurance and Financial Group, joined the firm in 2012. His practice is focused on helping young professionals and families achieve their financial goals. John provides clients with comprehensive planning solutions and investment strategies to meet their protection, college financing, retirement, and estate planning needs.

John earned a B.A. degree in business management from Fairfield University. He also holds the Chartered Life Underwriter designation from the American College, which represents further knowledge and further education, in several areas, including insurance and financial planning, life insurance law, estate planning, and planning for business owners and professionals.

John resides in Wakefield and is an active member of the National Association of Insurance and Financial Advisors and various networking groups. John values time with his family and friends, and is an avid follower of many Boston sports teams.

*The Million Dollar Round Table(MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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