Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tasha? Claim Your ProfileTasha Rock is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Tasha is an investment advisor representative for Per Stirling Capital Management, LLC, a firm that provides financial planning and portfolio management services to individuals, families, and corporations. Tasha has a strong understanding of the financial markets and is dedicated to helping clients achieve their financial goals. Tasha also teaches at the University of Texas at Austin and the Dispute Resolution Center.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees
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TX
02/02/2016 - Present
PER Stirling Capital Management, LLC (AUSTIN TX)
Active
Inactive
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