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/781939790 Emotions and Your Money Investing in the stock market can sometimes feel like riding a rollercoaster, full of ups and downs. There’s the thrill and excitement when the market…
https://vimeo.com/788008872 SECURE Act 2.0: Required Minimum Distribution (RMD) On December 23, 2022, the Congress passed the SECURE Act 2.0 to upgrade the Setting Every Community Up for Retirement Enhancement…
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…
https://vimeo.com/754301495 Should you consider 529 plan or ABLE account for your child with a disability? Parents want to do what is best for your child. Of course, you want to…
https://vimeo.com/761181649 Hello everyone, Kramer Wealth Managers would like to take the opportunity to share some market insights about what happened in the past quarter. This focuses on 3rd quarter of…
https://vimeo.com/716614548 First, it should be noted that we already recently released a blog/vlog focusing on the stock market. This blog/vlog will focus on bonds. Historically, bonds have long been considered…
https://www.youtube.com/watch?v=wtjxpqWTYoI Overview: Both stocks and bonds are off to one of their worst starts to the year in history. The S&P 500 Index declined -12.92% through the end of April,…
https://www.youtube.com/watch?v=ZQOMLu-fiNc&feature=youtu.be 2020- Wow, what a year! Over the past one year, we have endured a global pandemic, mass layoffs, a sinking economy, and a contentious presidential election. Our lives and…
https://youtu.be/u25QXhRcaCo Hi, I’m Lee Kramer, Founder of Kramer Wealth Managers. We were established in 1985- 35 years ago! I want to talk today about how President-elect Biden’s plans may affect…
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adrianna@kramerwealth.com
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.
My clients’ accomplishments are also my own.
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 FSC Securities Corporation.
