Christopher LaRochelle Financial Advisor, MBA, MS PFP, CFP®, CDFA

Chris’ focus is assisting clients through their life-changing scenarios. He is passionate about working with individuals in all areas of their lives that are important to them now, and in the future.

He partners with individuals and families to help them understand and implement investment strategies that can help them meet their life’s goals, whether their investable assets are $100,000 or $15 million. Chris coordinates with clients’ existing attorneys and CPAs for tax and estate planning and provides ongoing financial coaching to help clients manage their entire financial lives.

Chris received an MBA and a Master of Science in Personal Financial Planning from Texas Tech and entered the financial planning profession immediately after completing his graduate studies in 2004. He currently holds the Series 7 and Series 66 securities registrations, and the General Lines Agent Insurance license. He also obtained his CFP® certification in 2008 and his CDFA™ in 2015.

Chris and his wife, Hayden, have two beautiful children, Jackson and Lillianne. In addition to spending time with his family, Chris enjoys the outdoors, whether golfing, fishing or exercising, and coaching and playing lacrosse.

 

Chris LaRochelle is a registered representative of DFPG Investments, LLC. Securities offered through DFPG Investments, LLC. Member FINRA/SiPC. Investment advisory services offered through RIA Advisors, a SEC Registered Investment Advisor. DFPG Investments, LLC. and RIA Advisors are not affiliated.

John E. Levee
Senior Financial Advisor, CWS®