FOR IMMEDIATE RELEASE
Fairfield, Conn., April 25, 2025 – Moneco Advisors’, a partner-owned financial planning firm committed to putting clients first, is honored to announce that their Managing Partner/CEO, Charlie Rocco, JD/MBA, CFP® & CIMA® has been named to the Forbes Best-In-State/America’s Top Wealth Advisors 2025 list for the second year in a row.
“I’m deeply appreciative to be recognized once again by Forbes,” reports Charlie. “This honor affirms our core belief that clients come first, always. It also speaks to the dedicated work our team is doing every day to grow and evolve a culture of care that helps serve the families, individuals and businesses who place their trust in our team.”
This recognition, presented by Forbes in partnership with SHOOK Research, highlights top-performing financial advisors who demonstrate outstanding service, deep commitment to clients, and measurable impact in the wealth management industry. The full methodology for this ranking can be reviewed here. Moneco Managing Partner/COO, Ginnie Thompson confirms: “Charlie brings both a depth of knowledge and leadership to Moneco. In addition to working closely with clients to help them pursue their goals, he plays an instrumental role in helping to shape the future of the firm, investing in innovation, mentoring multigenerational talent, and stewarding long-term strategy to ensure our firm continues to deliver value to our clients.”
To learn more about Moneco, please visit monecoadvisors.com.
About Moneco Advisors:
Established in 1980, Moneco is a partner- and advisor-owned, multigenerational wealth management firm providing integrated financial planning, tax consulting, and investment management serving clients nationwide with offices in Connecticut, the Berkshires, and the NYC metro. They serve individuals, families, and business owners with customized strategies, prioritizing clients’ interests. Ranked among Forbes’ Top 250 RIAs 2025, Newsweek’s Top Financial Advisory Firms 2024, Inc5000’s Fastest-Growing Private Companies 2024, and Investment News Best Places to Work, 2023 – 2025, Moneco asks the deeper questions to offer clients guidance and support while helping them pursue their financial goals. The firm specializes in financial planning solutions that evolve with their clients’ needs, through all stages of their lives. For more detail on awards mentioned and to view methodologies and criteria for each third-party ranking, please visit: https://monecoadvisors.com/awards.