Rochelle started with Chartwell Financial Group in November of 2010. She is a graduate from Adelphi University, Long Island, New York, where she worked hard to earn a Business Degree, majoring in Business Management. After graduating, she made the decision to continue her education in financial security planning. Rochelle very much enjoys helping her clients achieve their goals and dreams. She is always looking out for clients’ best interest, learning and listening carefully to her clients’ needs, then providing professional advice based on the latest industry resources.
With a great support team and access to multiple specialists, Rochelle wants to make sure you're getting the most out of your financial plan. She finds solutions to:
1. Protect or replace your household income in virtually any situation
2. Help you retire the way you want
3. Give your child a financial head start in life
Rochelle works with clients to build an all-around unique financial security plan. This plan provides a personal outlook on your current financial picture and where you would like to be in the future. She’ll look at your goals for the short, mid, and longer term while coordinating income and asset protection to keep you on track. While a financial security plan may feel overwhelming to incorporate all plan objectives at once, she’ll prioritize and tackle your goals one step at a time as you are able to achieve them.
Rochelle works primarily with families. She has clients in the Lower Mainland and Okanagan area where she travels to and from each location often. Life is busy, let me Rochelle help you find solutions to your financial goals so that you can enjoy life, free from financial burden.
On the personal side Rochelle has a passion for sports. After work you can find her on the softball field, out on the water wakeboarding or up in the mountains snowboarding.