Edward Jones

Covid-19 and the stock market fluctuations pointed out the importance and value of having an experienced Financial Advisor and Rocio Montagner’s clients have benefited from her solid advice. With 22 years in the financial service industry, Rocio has built a successful business through time-tested, client-first strategy. She believes it is important to invest her time to understand what is important to her clients and take the steps to help them reach their financial dreams.

Rocio specializes in retirement planning for businesses and individuals and remains focused on delivering customized financial guidance, she says “I strive to develop a personal relationship with my clients and their families so I can understand their needs and customize solutions that will allow us to look to the future with a sense of security. It is important that my clients recognize their tolerance to risk as I guide them to implement investment strategies that they comprehend and are comfortable with through good and volatile markets.” She also helps clients plan for their children’s college funding and works with clients in transition to develop strategies for the next phase of their life.

Rocio has lived in the Antelope Valley since 2004 with her family and enjoys being part of the community and is involved with such organizations as Antelope Chambers of Commerce, the Antelope Valley Hispanic Chamber of Commerce where she served as President 2011 and 2012. She is also on the executive board of Painted Turtle, a camp for kids with serious medical conditions.

Rocio’s branch team includes Senior Branch Office Administrator Pepe Eads who is committed to ensuring your high-level service expectations are met. In addition at Edward Jones, we employ thousands of qualified resource associates and have advanced technology supporting our local offices.