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Rocky M
Series 63, Series 65
Portland, OR
Buck Wealth Strategies, LLC
Rocky Monson is a financial advisor with Buck Wealth Strategies, LLC in Portland, OR, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Fisher Investments and Foundations Investment Advisors, LLC. Outside of his advisory work, he is also an insurance agent involved in the sale of various insurance products. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and uses third-party tools to customize client portfolios based on quantified risk profiles.
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