Roch Tranel

I want you to be successful”

Roch Tranel

CEO & Founder

Roch Tranel, CFP®, is the CEO and Founder of The Tranel Financial Group since 1988. He did not start out looking for financial planning to be his future, but the industry was looking for a person that loved people, passionate about making lives amazing and solving problems. In turn, the financial industry and Roch found each other. Roch has committed his life to Making Everyday Amazing with his team and clients. Roch has great enthusiasm when it comes to mentoring others. By doing so, he has spoken at 100+ seminars in front of industry leaders as a keynote speaker, hosted numerous training, consulted with other advisors and clients to help them get an edge on investing. His accomplishments over the last 32 years include being the #1 advisor at Money Concepts for over 25 years, holding numerous board and member positions at Rotary, Toastmasters, Chambers of Commerce, church, and scouts.

Roch enjoys spending time with his family, camping, riding his motorcycle, traveling, mentoring, coaching, growing in his faith and leadership, and serving his community. Roch focus area is financial planning, but has he endures on to his next adventure, his focus is being on the cutting edge of financial services.

Broker Check® by FINRA

Qualifications & Education

University of Wisconsin—Whitewater
Bachelor of Science in Business
Licenses: Certified Financial Planner, CFP®, Series 7, 65 & 63, Life Accident & Health


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