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Rocio E
Series 65
Miami Beach, FL
Asset Allocation Strategies, LLC
Rocio Espinosa is a financial advisor with Asset Allocation Strategies, LLC in Miami Beach, FL, holding a Series 65 credential and four years of industry experience. She previously worked at First Advisors National and GLP Investment Services, LLC. Outside of her advisory role, she serves as National Sales Director for Valuteachers, Inc., where she is involved in insurance sales including fixed-indexed annuities and life insurance. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a quantitative, strategic asset allocation process and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.
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