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Roberta Rocas, CTFA, MBA

Senior Principal

Albany

Client Advisory

Biography

Roberta is a Senior Principal & Wealth Advisor in the Albany, NY office. Working with individuals, families, corporate executives, and business owners, she offers holistic financial planning tailored to each individual client’s needs. She advises clients on all aspects of their financial lives, including investments, estate and income tax planning, compensation and benefits, insurance, and charitable giving. 

Prior to joining Cerity Partners, Roberta worked as a Vice President of Financial Counseling at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Previously, Roberta worked as a financial advisor for NBT Bank, Ayco and Central National Bank.

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Education

  • Associate's Degree from Fulton Montgomery Community College
  • Bachelor's in Finance from University at Albany
  • MBA from the College of Saint Rose

Highlights

  • Certified Trust and Fiduciary Advisory (CTFA)
  • Serves on the Board of Directors of Proctors Collaborative

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.