Rocio Tapia, CFP® in

Rocio Tapia, CFP®

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Growth & Development Director at Northwestern Mutual
📍 San Francisco Bay Area, United States

Rocio is a Growth & Development Director and Financial Advisor at Northwestern Mutual, where she has worked since 2008. A San José State University alumna, she specializes in comprehensive financial planning for professionals and has been recognized by Forbes as a top financial security professional.

Born in Mexico and raised in the Bay Area, Rocio lives in Redwood City with her husband and two children. She is passionate about international travel, having recently visited Thailand, Iceland, and the Philippines. She is also active in her community with the Peninsula Latina Giving Circle.

Unique fact: Rocio loves exploring the world with her family and has traveled to numerous international locations, including Costa Rica, Denmark, and Thailand.

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Experience
21 Years
Current Role
Growth & Development Director
Job Level
Mid-senior
Location
San Francisco Bay Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rocio cares about

Financial Wellness
Her professional mission is to empower trailblazing professionals to achieve financial confidence and security through comprehensive planning.
Advisor Development
As a Growth & Development Director, she is responsible for helping new financial advisors develop and build their careers at Northwestern Mutual.
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Career

Work history

6-2008
Growth & Development Director
Northwestern Mutual
5-2004 - 2-2008
Sales & Service Specialist
Bank of America
In the press

Media appearances

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Education
2020 - 2021
CERTIFIED FINANCIAL PLANNER™
UC Berkeley Extension
2004 - 2008
Business Finance
San José State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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