Christopher La Rocca

Christopher M. La Rocca, CFP®, AEP®
Senior Vice President Wealth Advisor Truist Bank

948 Laskin Rd

Suite 201,

Virginia Beach, VA 23451-3905

About me

Background

Christopher LaRocca is a Wealth Advisor at Truist Bank with over 20 years of financial services experience.  Chris enjoys building relationships with people to understand their “purpose” and is passionate about helping them maximize the fulfillment and enjoyment in their lives.  To give them the confidence and peace of mind that their financial planning is aligned with their most important life goals, Chris surrounds his clients with an excellent team of financial professionals who work closely together to address every aspect of their financial planning.  Chris and his team are experienced with investment management, retirement planning, survivor and long term care planning, estate planning and wealth transfer strategies, and specialize in working with business owners, executives, and retirees.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. - Business and Psychology
State University of New York at Stony Brook 1998 2001

Personal Interests

Chris and his wife Nicole live in Chesapeake, Virginia, with their three children.  When they’re not attending after-school sports with their kids, Chris and Nicole enjoy managing their family farm.  Chris also enjoys engaging in his community, serving on the board of the Hampton Roads Estate Planning Council as well as the Grantmaking Committee for the Community Leadership Partners of the Hampton Roads Community Foundation.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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