Joe Rojas

Joe Rojas Email and Phone Number

Wealth Management Associate @ Cerity Partners
Los Angeles, CA, US
Joe Rojas's Location
Los Angeles Metropolitan Area, United States
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.

Joe Rojas's Current Company Details
Cerity Partners

Cerity Partners

View
Wealth Management Associate
Los Angeles, CA, US
Employees:
1282
Joe Rojas Work Experience Details
  • Cerity Partners
    Wealth Management Associate
    Cerity Partners
    Los Angeles, Ca, Us
  • Mr.Taco
    Food Server
    Mr.Taco Jun 2022 - Present
  • Pacific Capital
    Financial Planning And Investment Management Intern
    Pacific Capital Dec 2022 - Sep 2023
    Corona, California, United States
  • California State University-San Bernardino
    Student Managed Investment Fund Macroeconomic Analyst
    California State University-San Bernardino Sep 2022 - Jan 2023

Joe Rojas Education Details

Frequently Asked Questions about Joe Rojas

What company does Joe Rojas work for?

Joe Rojas works for Cerity Partners

What is Joe Rojas's role at the current company?

Joe Rojas's current role is Wealth Management Associate.

What schools did Joe Rojas attend?

Joe Rojas attended California State University-San Bernardino.

Who are Joe Rojas's colleagues?

Joe Rojas's colleagues are Tyler Jenkins, Cpa, Katie Buchanan, Dena Clifford, Jenny Kunz, Albert Hwang, Cpa, Cfp®, Nicole Claire Fox, Cfp ®, Sandra Humphries.

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