Joshua Rochon, CFP^®

What path led you to wealth management?

When I was graduating from college I knew I wanted a career in finance but also in an area that serves people. In 2005, I joined a global wealth management firm and quickly discovered that when people’s finances are taken care of it allows them to focus on their purpose with greater intention.

Why did you join TFO Wealth Partners?

I joined TFO because of their people and core focus. TFO has a reputation of having the best and brightest. However, they also have a team that truly serves their clients with excellence. Additionally, their core focus of helping families be families by connecting their wealth with their purpose.

What most excites you about your work?

I am passionate about helping people put together a comprehensive plan for their finances. I believe when your finances are taken care of and you know what your wealth is for then it frees you to be a better spouse, parent, and leader. I get excited about leading people through the process of connecting their wealth with their purpose.

What has been your most rewarding career experience?

I am blessed to have a career where I get to do what I love. What is most rewarding to me in my career is the influence that I am able to have with families to help lead them in discovering how their wealth can help them achieve greater significance.

What personal accomplishments are you most proud of?

I am the proud father of two children, David and Catherine. I’m also a veteran of the United States Military and had the privilege of serving our country in Iraq.

What are some of your life's biggest influences?

My family has had a tremendous influence on my life. Grandparents, parents, aunts, and uncles, even my own children. I’m incredibly thankful for all of them!