A Chat with WaterRock Global Asset Management LLC
What services does your business offer and what makes your business stand out from the competition?
We are a Washington State-based registered investment advisor.
What was the inspiration to start or run this business?
My first investment was made at age 13. I have always had a passion and excitement for money and finances. Joining the investment adviser ranks allowed my passion to be my career.
What do you love most about your job?
Taking an abstract question—like “Am I taking on too much risk?” or, “When can I retire?”—quantifying it for a client, helping them understand the goal, and creating a concrete series of attainable steps to achieve that goal.