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Todd LaRocca

Todd LaRocca
Managing Director Sports and Entertainment Wealth Advisor Truist Bank

322 8th St

Suite #100,

Del Mar, CA 92014-2807

Todd.LaRocca@Truist.com

Phone 858-704-3992

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About me

Background

With over 20 years in the financial services industry, Todd LaRocca provides a client-centric and comprehensive approach toward wealth management. Todd and his team deliver high-touch service with financial planning as the backbone of the experience to assist clients in addressing their financial goals.  

Education

B.A.
Stanford University 1995

Personal Interests

Outside of the office, Todd is committed to a number of philanthropic causes and to health and wellness, competing in triathlons, and playing golf. He is also a competitive barbecue cook.

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.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the sports industry

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the entertainment industry

Locations

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