CoverProfile

David Rockman

President

Embarcadero Financial Group

United States, California, San Francisco

About Me

David Rockman's career spans over 20 years in the financial services industry. He focuses on working closely with clients to develop strategic, long-term investment and insurance initiatives. David co-founded the Embarcadero Financial Group. Prior to founding the Embarcadero Financial Group, David was the Sales Manager for New England Financial, San Francisco, where he was recognized with the coveted Master Sales Manager award for his professional excellence. David was responsible for recruiting, training and mentoring sales professionals in the areas of financial planning, insurance and investment planning. During his tenure, the San Francisco office was named Agency of the Year in five out
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Profile Information

President

Embarcadero Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

May 15, 2024

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