For success and achievement as a financial advisor
Newton, MA (August 28, 2020) – The National Association of Insurance and Financial Advisors – Massachusetts (NAIFA MA) will recognize James DesRocher, owner of TrueView Financial and a Financial Representative with Guardian Life in Middleton, MA as one of only four top Young Advisors in Massachusetts under the age of forty at a meeting to be held virtually at 9:30am on August 27th.
Mr. DesRocher is a member of NAIFA MA and was selected for his success and achievement as a financial advisor. In a panel to be moderated by NAIFA MA President Josh O’Gara CLU, ChFC, CFP. James will participate with the other award recipients sharing how they have built a successful practice providing service and solutions to their clients.
At TrueView Financial, DesRocher is committed to working with clients to help them achieve financial freedom and protect this freedom at every life stage. TrueView pulls in all aspects of a client’s financial picture to provide comprehensive financial planning and wealth management. DesRocher considers insurance, investments, savings, retirement, debt allocation, and more to create a “TrueView” clients can not only see, but constantly monitor.
Young And Experienced
James DesRocher has been in the financial industry for over a decade. He opened his own independent firm, TrueView Financial in 2015.
In addition to being named to NAIFA’s 4 under 40, he has received numerous awards from Guardian Life, he is also a member of the Court of the Table of Million Dollar Round Table-(International organization “The Premier Association of Financial Professionals), and a multiple 5 Star Wealth Manager award recipient. TrueView Financial has also been Accredited with the Better Business Bureau.
When not working DesRocher enjoys the time he spends with his family, wife Linda, and children JP and Gabriella, traveling, playing sports, and great food. He is a graduate of Saint Anselm where he earned a Bachelor’s of Science in Financial Economics.
About NAIFA Massachusetts
NAIFA was founded in 1890 as the National Association of Life Underwriters and has been representing insurance and financial advisors regardless of the products they sell or focus of their practice. NAIFA Massachusetts was chartered in 1931 as a not-for-profit association. It represents over 400 licensed insurance agents and financial advisors throughout Massachusetts