 |
Invest In WomenAuthor: FA Magazine
The Invest In Women podcast series continues the mission of the industry's leading national conference by exploring and discussing the most important issues that impact women financial advisors and their female clients. Joined by the leading voices in wealth and practice management, this podcast series reveals the examples, education and empowerment opportunities available today that help female advisors scale their practices. Language: en-us Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Women Accelerating In The Financial Industry with Alexandra Roca (Ep. 27)
Episode 27
Monday, 20 October, 2025
Alexandra Roca understands the financial planning needs unique to women and has seen how addressing them can accelerate individual success in the financial industry. As the host of Fidelity's program Women Talk Money, Alexandra emphasizes that it’s never too late to get started. About Our Guest:Alexandra (Alex) Roca is the dynamic host and spokesperson for Women Talk Money, where she brings financial education to life for Fidelity clients. With a talent for transforming complex retirement and investment topics into engaging, actionable insights, Alex empowers individuals to take charge of their financial futures. In addition to her hosting role, Alex leads Fidelity’s Live Channel team within the Lifetime Engagement organization, where she manages a group of business analysts focused on identifying and resolving operational frictions. Her work helps streamline live experiences for both clients and associates, driving smoother engagement across business units. She is a registered representative, a CERTIFIED FINANCIAL PLANNER™ professional, and holds a Florida insurance license. As a bilingual presenter fluent in English and Spanish, Alex is passionate about making financial planning relatable and inclusive for diverse audiences.Outside of her professional role, Alex enjoys spending time with family and friends, cooking, traveling, reading, and attending concerts. About Our Host:Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist." For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.
