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Charlie Rocco

JD/MBA, CFP®, CIMA®

Managing Partner & CEO

Get to Know Charlie…

Favorite part about working at Moneco:
Helping clients pursue goals they didn’t think they could.

Favorite thing to do outside of work:
Spending time with family and friends, reading (mostly non-fiction), and golf.

What I enjoy most about what I do:
I enjoy that even though our business is finance and numbers, it is first and foremost a people business.

Favorites

Quotation: “If you don’t have time to do it right, when will you have time to do it over?” – John Wooden

Vacation Destination: Argentina

TV Show or Movie: The Sopranos

Band or Music: Red Hot Chili Peppers

Sports Teams: Yankees, Giants, Nets, and Rangers

As CEO and advisor, Charlie leads Moneco with a client-first mindset, shaping the firm’s vision and long-term strategy. Entrusted by the board and partners to guide Moneco’s future, he works closely with the leadership team to set strategic priorities and ensure the firm remains well-positioned for long-term success.

Experience:
Charlie began his career at The Aspire Group, a sports management consulting firm based in Atlanta, GA. He then spent seven years at Rocco & Associates, where he worked until the firm merged with Moneco in 2018.

Education & Certifications:
Charlie holds a joint JD/MBA from Fordham University, graduating Cum Laude from the School of Law and earning a perfect 4.0 GPA at the Gabelli School of Business. He completed undergraduate studies at Emory University with dual degrees in Economics and Psychology.

Personal:
A Fairfield local, Charlie values time with family, community service, golf, and a good nonfiction read.

“Success in this business isn’t just about numbers, it’s about building trust, doing the hard work, and always putting people first.”