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Paula Rocha

Financial Analyst

Paula joined the firm in 2019 after working as a summer intern. She is an Enrolled Agent, the highest credential the Internal Revenue Service awards, giving her unlimited practice rights representing taxpayers before the IRS. She earned a Bachelor of Science degree in Personal Financial Planning from the University of South Florida, where she was an active member of the Personal Financial Planning student chapter. Paula assists the Financial Planning Department with developing client financial plans and retirement models and the Tax Department with the preparation of tax returns and tax projections. Paula is currently pursuing a Certified Financial Planner designation.