Rocco Bonazza - Capital Strategies

Rocco Bonazza - Capital Strategies

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I obtained my MBA in Finance from the University of St. Thomas to focus on a career in financial services.

I focus on helping my clients develop a comprehensive, financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives by providing them with a clear understanding of their financial goals. I focus on helping my clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term o

07/24/2026

Variable annuities have become more competitive and when paired with the market, they could offer growth potential. Let's talk about how a variable annuity can support continued growth throughout retirement.

Photos from Rocco Bonazza - Capital Strategies's post 07/23/2026

I’m here to help you and your family think through caregiving responsibilities and potential long term care costs — proactively, not reactively. Let's connect.

07/23/2026

Most retirees say it’s important to protect their retirement savings. Yet many don’t remember talking about protected income options. New research shows there is a gap in these conversations. Let’s close that gap. Connect with me about how guaranteed income can help create steady income you can count on for life.

07/23/2026

Discover what long-term care costs in your area. Compare it to national averages and start planning with real cost estimates.

MassMutual: Compare Long Term Care costs from state to state Informal in-home help — Individuals who need help with activities of daily living (ADLs) are assisted by unpaid people at home. These people may be a spouse, partner or family member, a friend or neighbor.

07/21/2026

Last week, markets moved lower as U.S.-Iran tensions and weakness in technology stocks offset softer inflation data. The S&P 500 fell 1.5%, while energy stocks surged alongside a 15.5% jump in oil prices and early Q2 earnings remained broadly positive. Learn more with this week’s market perspective and key insights.

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07/21/2026

Your hard work gave you your home, your savings, and all the goals you’re striving toward. Let’s connect to help you protect what matters most.

Looking Beyond the Headlines: What It Means for Your Portfolio 07/21/2026

Reminder to register! Join Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, for a timely discussion on the economy and financial markets, including the key trends and forces shaping the investment landscape today.

Looking Beyond the Headlines: What It Means for Your Portfolio Daken Vanderburg will discuss how economic growth has continued to hold up despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session will explore what a stronger-than-expected labor market and shifting Federal Reserve expectations mean for inves...

07/20/2026

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.

Even a high‑level plan can help reduce dependency, protect what you’ve built, and make future transitions smoother. Let’s start the conversation.

07/17/2026

Markets rallied in Q2 as AI momentum returned, investor confidence improved, and the economy remained resilient. Curious what drove the rebound and what key trends may be worth watching now? Check out our latest Quarterly Update for key takeaways from the quarter.

MassMutual

07/15/2026

Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps cut through the headlines and explores the economic and market forces shaping today's investment environment.

Click here to register: https://bit.ly/4ypbLED

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10101 Reunion Place One Union Square Suite 360
San Antonio, TX
78216