Rocky ghoneim

Rocky Ghoneim brings over 26 years of financial services experience to his valued clients. He holds a bachelors degree from the University of Houston in Business Administration with a double major in Finance and Economics. He has held many securities licenses including Series 3, 4, 7, 24, 63 & 65 licenses, and he maintains life and health insurance licensure with the State of Texas. Rocky became a managing partner with a regional securities firm in Denver, Colorado in 1996. Seeking more of a personal involvement in the lives of clients, in 2003, he opened an agency in Houston with his business partner – John Shanks – that specifically caters to retirement planning strategies for mature adults. Rocky enjoys giving back to the community and he has done so since 1996 by volunteering on a weekly basis at Denver’s Children’s Hospital. He has also assisted at Volunteers of America by delivering hot meals to homebound senior citizens. When he moved back to Houston, he continued his volunteering at the Texas Children’s Hospital and he is also a chair on the Auxiliary to the Texas Children’s Hospital Board of Directors.

At American Tax Advisors, we offer a wide range of products and services to assist you in crafting a sound financial strategy for the days ahead. We are an independently owned financial services firm which allows us the freedom to not be tied to one company and the ability to use a variety of financial solutions that best suit our clients’ individual needs. We have access to a host of insurance carriers and products, giving us an extensive menu of choices from which to tailor your personalized financial strategy. As an added value, we also collaborate with local accountants, estate planning attorneys and other professionals, helping to simplify matters and provide you access to holistic financial services with one simple call. We offer: - Annuities - Life Insurance Products - Long-term Care Insurance & More