Broker Check
David Rochester CEPA®, RICP®

David Rochester CEPA®, RICP®

Financial Advisor

“Striving to Build Longevity in Family Wealth”

Professional Services

  • Business-owner Exit & Succession Strategies
  • Key Employee Benefits
  • Company 401(k) Retirement plans
  • Investments
  • Estate Planning
  • Retirement Preparation
  • Long-term Care insurance
  • Life & Disability Insurance

Professional Qualifications

  • Accredited Investment Fiduciary (AIF)
  • Retirement Income Certified Professional (RICP)
  • Certified Fund Specialist (CFS)
  • Series 7, 6 & 63 Securities Registration
  • Life/Health License
  • Million Dollar Round Table (MDRT) Lifetime member

Community / Industry Involvement

  • Member of Institute of Business and Finance (IBF)
  • Member of Financial Planning Association (FPA)
  • Member of Associated Builders and Contractors (ABC)
  • Member of Associated General Contractors (AGC)
  • Member of West TN Homebuilders Association

Personal

  • Married to Leslie and proud father to Hunter and Abigail
  • Alumnus of Mississippi State University and University of Memphis
  • Church deacon
  • Enjoys the outdoors, hunting and traveling

    For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give legal advice.

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.