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AXA Advisors

Helio Rocha has been a financial consultant with AXA Advisors since 1997. He has concentrated his practice on employing strategies specifically tailored for high net worth international/global citizens dealing with succession planning for international families and businesses, asset protection and risk management, perpetual legacy, estate transfer, wealth accumulation, charitable planning, preservation and leverage, and succession planning for collectors of art, antiques and collectibles.

Helio holds a Bachelor of Law degree from Candido Mendes College of Law in Rio De Janeiro, Brazil, majoring in Finance and Tax Planning. Helio holds Series 7, 63 and 65 securities registrations with FINRA and Health Insurance licenses. He emphasizes a teamwork approach, working with a group of professionals throughout AXA Advisors’ national network of financial professionals, to bring well-rounded advice and guidance to his clients. He also works frequently with his clients advisors including attorneys, accountants, trust officers, wealth managers/private bankers, art consultants, and representatives of family offices.

Newsletters

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Contact Info

Phone: 305-670-8587

helio.rocha @axa-advisors.com

Local Office | Branch Office


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