Rocio Platt is a Financial Services Professional with more than ten years of experience. She specializes in comprehensive financial strategies that bring protection, and retirement planning into one clear, workable plan. She has deep experience guiding high-net worth clients through tax considerations and estate questions.

Born and raised in Madrid, Spain, Rocio moved to the United States at twenty-two. Her international background gives her a unique perspective: she knows what it takes to start over in a new country, build something from nothing and think long-term, even when life feels chaotic.

Before joining GoldBook, Rocio began her career at Ameriprise Financial and Northwestern Mutual, then stepped away to focus on raising her family.

For Rocio, being a financial professional isn’t just her profession, it’s her philosophy. She believes it works much like health and longevity: you need a plan, the discipline to stick with it and a financial professional who provides accountability along the way. Whether you are just starting to consider protection, insurance needs or refining a long-held strategy, her approach is built on honest conversations, a plan you can live with and the follow-through to make it real.

Family and values keep Rocio grounded. She and her husband, Danny, are the proud parents of three daughters, Valentina, Daniela and Eva. In her free time, she enjoys Peloton rides, running, cooking and making bread.

Rocio is Life, Accident and Health insurance licensed.