CALL US: (888) 440-2468

CALL US: (888) 440-2468

have an annuity question?
have an annuity question?
MEET YOUR LICENSED ANNUITY SPECIALIST

Rocky Ghoneim

contact me directly
Rocky Ghoneim

MEET YOUR LICENSED ANNUITY SPECIALIST

Rocky Ghoneim

Rocky Ghoneim
contact me directly

Learn More About Me

My name is Rocky Ghoneim, I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.

Despite the current volatility in the market and the low-interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

I have worked in the financial services industry for more than 36 years and, after working for E.F. Hutton and Merrill Lynch, and becoming managing partner of a regional securities firm in Denver and an independent advisor, in 2007 I became one of the original founding Directors of American Tax Advisors (now American Wealth Advisory) which offers pre-retirees, and retirees, income and financial guidance from a diverse portfolio of options. As a fiduciary, I place a key focus on retirement and investment planning and hold awards for excellence in my field.

In addition to my experience, I hold a Bachelor’s degree from the University of Houston in Business Administration with a double major in Finance and Economics and have held many securities licenses including Series 7, 24, 63, and currently a Series 65 Investment Advisor Representative license and Life and Health license.

When not working with my clients, I enjoy giving back to the community and I have done so since 1996 by assisting at Volunteers of America, also by volunteering on a weekly basis at Denver’s Children’s Hospital, as well as volunteering at the Texas Children’s Hospital where I am the past President of their Auxiliary Board.

I reside in Houston, Texas. But even though my office is located in the Lone Star State, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
Rocky Ghoneim

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