
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
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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