Rocco DeSimone

Rocco’s path to advising started long before joining Leverage Planners. With years of client-facing leadership in private events, he learned how to listen, adapt, and create solutions that left people feeling understood and confident. His Finance background at University of Washington and Economics foundation at Washington State University set him up for success within the firm.
Known for his entrepreneurial spirit and strong communication skills, Rocco thrives on helping clients align their money with their life goals. His focus is on building strategies that let people live the life they want, when they want it, for however long they live.
Rocco is proud of his Pacific Northwest roots and his tight-knit Italian family. Whether it’s making homemade tomato sauce from the family garden or connecting people from different walks of life, he values loyalty, tradition, and community. These are qualities that shape how he serves clients every day.