Todd LaRocca

Todd LaRocca
Sports and Entertainment Wealth Advisor Truist Bank

322 8th St

Suite #100,

Del Mar, CA 92014-2807

About me

Background

With over 20 years in the financial services industry, I provide a client-centric and comprehensive approach toward my wealth management practice. My team and I deliver high-touch service with financial planning as the backbone of the experience to assist clients in realizing their  financial goals.  


Education

B.A.
Stanford University 1995

Personal Interests

Outside of the office, I am committed to a number of philanthropic causes and to health and wellness, competing in triathlons and playing golf. I am also a competitive BBQ 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

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