Antonio Montes De Oca
Antonio has been motivated since he was a child to learn all things personal finance not only for himself but for the eventual benefit of others. When Antonio learned of the financial advisor career in his financial literacy class in High School something clicked.
Antonio graduated in December of 2022 with a B.S. in Finance & Economics and a minor in Personal Financial Planning from Utah State University. During his undergraduate, he had the opportunity to serve as a leader in the Personal Financial Planning club where he regularly met and learned from industry leaders and advisors.
As a Financial Analyst at Rock House Financial, Antonio works with the advisors to help them build financial plans, do research, and provide additional client support. Clients may see him in meetings taking notes or receiving emails requesting information needed to help us give better advice on their plan. Behind the scenes, Antonio helps the team with in-depth analysis for tax planning, investment management, retirement income, insurance needs, and more.
When not at work, Antonio loves to spend his time with family, reading, listening to podcasts & music, or training. Antonio is also slowly becoming a foodie.