Rod Runco

Private Client Adviser

I operated my own successful financial planning practice for over 30 years. Working with clients to help them achieve their hopes and dreams is a privilege. Often, people only have a vague idea of what they want to accomplish in life because nobody has ever asked them.

I help people identify what and who is important to them, then create an easy-to-follow, step-by-step roadmap that guides them from where they are now to where they want to go. I take great satisfaction in helping clients better understand their money, providing education on topics they thought were too complex. By giving them the confidence to make sound financial decisions, they can focus on the rest of their lives, knowing their financial affairs are in order and that all important matters have been addressed.

Building long-term client relationships has been something I have truly enjoyed throughout my career, and I hope to continue helping people achieve financial security and independence for many years to come.