Rocky Suares, CFP®

With 40 years as an Investment Advisor dealing with non-profit organizations and high net worth individuals, Rocky is committed to helping clients make informed investment decisions based on their specific needs to reach their financial goals. He graduated from California State University Long Beach with a bachelor’s degree in business and obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Rocky brings a high level of expertise to the challenges facing high net worth individuals, their families, businesses, and foundations through his understanding, planning and investment insight.

Born and raised in Israel, Rocky had strong morals and values instilled in him by his family and his culture. Those values continued with his passionate for giving back to the Long Beach community. He is an active community leader, supporting several local non-profits including St. Mary’s Medical Center, the Boys and Girls Club of Long Beach, Assistance League of Long Beach, the Jewish Community Foundation and the Archstone Foundation.

Board Involvement

• Boys and Girls Club of Long Beach, Past President
• St. Mary’s Medical Center, Board Member
• Assistance League of Long Beach, Board Member
• Archstone Foundation, Board Member
• CSULB, Founder/Board Member  
• Founding member of the Board of Governor’s – Founding member Student Managed Investment Fund

In recognition of his many contributions to the community, Rocky has been honored with numerous awards including

• California Conference Equality and Justice Humanitarian Awards
• St. Mary’s Medical Center Lifetime Achievement Award
• Assistance League of Long Beach Flo Brooks Award
• Ronald McDonald House of Long Beach A Few Good Men Honor
• Several awards from the Boys and Girls Club of Long Beach over the years

Rocky currently lives in Long Beach with his wife, Julie. They have two daughters; Chanel, who is a registered dietician in Los Angeles, and Ariel, who is an Interior Designer in Washington, D.C.

 

CA Insurance License # 0A69497