Joe Rojas
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Joe Rojas Email & Phone Number

Wealth Management Associate at Cerity Partners
Location: Los Angeles Metropolitan Area, United States 4 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Wealth Management Associate
Location
Los Angeles Metropolitan Area, United States
Company size

Who is Joe Rojas? Overview

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Quick answer

Joe Rojas is listed as Wealth Management Associate at Cerity Partners, a with 1282 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Joe Rojas.

Joe Rojas previously worked as Food Server at Mr.Taco and Financial Planning and Investment Management Intern at Pacific Capital. Joe Rojas holds Bachelor Of Business Administration - Bba, Finance, General, 3.2 Cumulative Gpa from California State University-San Bernardino.

Company email context

Email format at Cerity Partners

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Cerity Partners

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Profile bio

About Joe Rojas

As a recent graduate with a B.A. in Finance, I am a driven and goal-oriented individual with a strong passion investment management and financial planning.Throughout my academic journey, I have completed various courses in Accounting, Finance, and Economics, and my strong oral communication skills make me a valuable asset in any team. I am also proficient in Microsoft Office, Right Capital, Schwab Advisor Center, and RedTail CRM.Most recent, I was an intern as a Financial Planning and Investment Management Intern at Pacific Capital, where I have managed and assisted in client portfolios worth over $30 million.Having recently passed both the SIE and SERIES 65, I am looking to jumpstart my career with a successful RIA, whose values align with mine.

Current workplace

Joe Rojas's current company

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Cerity Partners
Cerity Partners
Wealth Management Associate
Los Angeles, CA, US
Employees
1282
AeroLeads page
4 roles

Joe Rojas work experience

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Food Server

Mr.Taco

Financial Planning And Investment Management Intern

Corona, California, United States

Dec 2022 - Sep 2023
Team & coworkers

Colleagues at Cerity Partners

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1 education record

Joe Rojas education

FAQ

Frequently asked questions about Joe Rojas

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What company does Joe Rojas work for?

Joe Rojas works for Cerity Partners.

What is Joe Rojas's role at Cerity Partners?

Joe Rojas is listed as Wealth Management Associate at Cerity Partners.

Where is Joe Rojas based?

Joe Rojas is based in Los Angeles Metropolitan Area, United States while working with Cerity Partners.

What companies has Joe Rojas worked for?

Joe Rojas has worked for Cerity Partners, Mr.Taco, Pacific Capital, and California State University-San Bernardino.

Who are Joe Rojas's colleagues at Cerity Partners?

Joe Rojas's colleagues at Cerity Partners include Amanda Owen, Alan Ness, Cfp®, Aif®, Carla Delgado, Vonny Carrington, and Carol Benz.

How can I contact Joe Rojas?

You can use AeroLeads to view verified contact signals for Joe Rojas at Cerity Partners, including work email, phone, and LinkedIn data when available.

What schools did Joe Rojas attend?

Joe Rojas holds Bachelor Of Business Administration - Bba, Finance, General, 3.2 Cumulative Gpa from California State University-San Bernardino.

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