https://www.youtube.com/watch?v=huNawG9KSaE There are many attorneys that specialize in different areas of law. There are concentrations in corporate law, tax law, litigation, disability rights, family law, patent law, etc. etc. While…
https://www.youtube.com/watch?v=wcPYXhHzIO8 Some insurance agents/brokers used to call themselves Financial Advisors or Financial Planners but they are no longer allowed under the SEC’s Best Interest rule that went into effect in…
https://www.youtube.com/watch?v=DiLDSKKMMD8 Hello everyone, there are many different types of professionals that our clients use as part of their financial team. This vlog will expand on different types of credentials and…
Now that the third stimulus package is being implemented, Kramer Wealth Managers covers the main points of the American Rescue Plan that may impact you. If you collected unemployment in…
https://www.youtube.com/watch?v=1ix6WD6i634 With less than a month left before election day, the election is top of mind for voters and investors alike. How much do elections impact the stock market and…
Hi, I’m Dave Frank, a Financial Advisor with Kramer Wealth Managers. I know we are all in a difficult situation right now. The important thing is to take control of…
With today’s market volatility and the economic slow down everywhere, it always leads to the question, is now a good time to invest? Or is now a good time to…
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This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside the United States.
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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.
