Presidential election years can bring heightened market volatility as investors grapple with potential policy shifts. This stems from investor uncertainty surrounding potential policy changes by the incoming administration. However, historical…
https://vimeo.com/995583237/1f15b97f86 There has been a lot of chatter in the news about the stock market last week and yesterday and we just wanted to give a quick update. Last week,…
https://vimeo.com/985758792Transcript: Hi, it's Danny Lacey with Kramer Wealth Managers. Today, I'm here to share the quarterly market insights for Q2 2024.Stocks lost ground in April as investors struggled with mixed…
https://vimeo.com/905681709/d7fb56a448 Hello everyone! We wanted to share this recap and review what happened in the markets in 2023. You might recall at the beginning of the year, there was a…
https://vimeo.com/844653547?share=copy Hello, it’s hard to believe that it’s the 2nd quarter of 2023 which means we are now half way through the year! We hope you all are staying cool…
https://vimeo.com/842556579?share=copy This is our sixth vlog about the changes to retirement plans under the SECURE Act 2.0 which became law in December 2022. You can find all of the other…
https://vimeo.com/816977032 Quarterly Market Insights: Q1 2023 Hello everyone, we would like to share some market insights about the past quarter. During the first quarter of this year, stocks within US…
https://vimeo.com/808788128 Hello, everyone. We wanted to share a quick update with all of you about Silicon Valley Bank (SVB) and Signature Bank. I would like to share about SVB first.…
https://vimeo.com/788023290 We, Kramer Wealth Managers, want to take the opportunity to share our market insights for the fourth quarter of 2022. Stocks ended a volatile fourth quarter with a slight…
This month’s Your Money Matters newsletter features personal finance tips for military families, includes a run down on buying vs. leasing a car, shares some energy-saving tips to help you…
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Adrianna Rocha joined Kramer Wealth Managers in 2021.
Adrianna is responsible for client experiences and service. As part of the customer service team, she strives to help and provide top-notch service to our clients. As part of her role, she communicates with clients through videophone, schedules client meetings, prepares and processes forms, and gathers information for our advisors.
Adrianna Rocha graduated with a Bachelor of Arts in Communication Studies from Gallaudet University in 2017. Before she joined our team, she worked in the customer service industry for nearly a decade. She excels in human-to-human relations and takes pride in not only her own accomplishments, but her clients’ as well. Adrianna enjoys chatting about her slight obsession with dogs, houseplants, essential oils, and food: especially Mexican food! She is also a proud fur-mama to her beautiful Aussie-mixed pup, Ziva.
Adrianna is not registered with Osaic Wealth.
