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Meet the Owner


James DesRocher, LUTCF, is the founder and Financial Coach at TrueView Financial. Jim has been serving in the wealth management industry since 2007, and is committed to working with clients to design personal strategies that help them reach their lifelong goals.

After graduating from St. Anselm College with a Bachelor’s in Financial Economics, Jim became a Registered Representative and currently holds his Series 6, 63 and 65 securities licenses. His steadfast dedication to helping his clients succeed earned him the 2018 5-Star Wealth Manager Award. Jim is proud to offer honest feedback so that his clients have a “TrueView” of their complete financial picture. As a financial coach, he is determined to help his clients keep more of their money and make their money work harder, by reducing the impact of government regulations, institutions and taxes.

Outside of the office, Jim enjoys spending time with his wife and their two children. His hobbies include playing golf, snowboarding, discovering great food and wine, and traveling.


Our Team

Corey Cunningham

Client Relationship Manager

Scott Frost

Investment Specialist

Peter Crincoli

Life Specialist

Tom Wong

Insurance Specialist