Jay Rocheleau

Financial Planner & Managing Partner

Introducing Jay Rocheleau, Your Trusted Financial Planner to help you rise “Above the Noise”

With a passion for empowering individuals and families to achieve their financial goals, Jay is a highly skilled and forward-thinking financial planner, equipped to navigate the complexities of the modern financial landscape. With a deep understanding of the ever-changing economic landscape and a commitment to providing personalized, client-centric solutions, Jay is here to help you thrive in today's fast-paced world.

Jay holds a Bachelors in Political Science, having honed their expertise at Oakland University. With 20 years of hands-on experience  in financial services, Jay started his career in banking to pay for college, and turned his passion for finance into a career helping hundred’s of the country top financial planners grow their business over the last 9yrs. While helping guide numerous clients through various financial challenges, helping them secure their financial future. Their diverse background includes working with individuals, families, and businesses of all sizes, across different industries. Jay's expertise covers a wide range of financial planning areas, including investment strategies, retirement planning, tax optimization, risk management, and estate planning.

Understanding that each individual's financial situation is unique, 6’6 Financial takes a holistic approach to financial planning. They actively listen to their clients' needs, goals, and concerns, working collaboratively to develop customized strategies that align with their aspirations. We are dedicated to fostering long-term relationships built on trust, confidentiality, and open communication, ensuring clients feel confident and supported in their financial journey.

When Jay is not in the office, you can find him with his Wife Leiah enjoying everything that Denver and the Mile High City has to offer. Jay loves playing sports, whether its his weekly softball league, playing golf on the weekends, or catching a Bronco game in the fall.

 

Licenses and Accreditation:

  • SIE - Securities Industry Essentials Examination

  • Series 7 - General Securities Representative

  • Series 63 - Uniform Securities Agent State Law

  • Series 65 - Uniform Investment Adviser Law