Joshua Rochon Wealth Management Advisor Northwestern Ohio Private Bank Team

As Wealth Management Advisor, Joshua Rochon serves as your wealth management coordinator and consultant. Joshua collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.

Education

Liberty University, Lynchburg, Virginia

Professional Experience & Areas of Focus

Joshua Rochon is a Wealth Management Advisor at Fifth Third Private Bank in Northwest Ohio. He simplifies financial complexity for his affluent clients by challenging and collaborating with them to articulate and achieve their goals.

Joshua has five plus years of experience in the financial services industry. In 2011 he was working for one of the largest brokerage firms in the world as a Financial Advisor. In that year, he also began studying for the Certified Financial Planner™ designation and quickly became conflicted about the advice and guidance he was giving to clients. There are six different areas of personal finance that are closely intertwined with one another; fundamentals, insurance, taxes, investments, retirement planning and estate planning. The majority of the advice Joshua was giving was solely based on the client’s investments and not on their comprehensive financial picture. That firm had great research and tools to help him guide clients through the investment management process; however, they lacked the infrastructure to provide comprehensive advice. As he continued to study, he saw the value in advising clients from a holistic perspective. Joshua knew he needed to find an organization that had the resources in place to help clients in each of the six areas of personal finance. His search for that type of an organization led him to Fifth Third Private Bank where he began working in July of 2012. Upon joining Fifth Third Private Bank Joshua has been working with business owners, professionals, corporate executives and families with investable assets of $1MM or more.

Licenses & Professional Designations

  • Life Insurance
  • Registered General Securities Representative (Series 7)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)