AeroLeads people directory · profile
Joe Rojas Email & Phone Number
Wealth Management Associate
at
Cerity Partners
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Management Associate
Location
Los Angeles Metropolitan Area, United States
Company size
Who is Joe Rojas? Overview
A concise factual answer block for searchers comparing this professional profile.
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
This section adds company-level context without repeating Joe Rojas's masked contact details.
Cerity Partners
Review company-level records connected to Joe Rojas before choosing the right outreach path.
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
Company context helps verify the profile and gives searchers a useful next step.
Cerity Partners
4 roles
Joe Rojas work experience
A career timeline built from the work history available for this profile.
Food Server
Mr.Taco
Financial Planning And Investment Management Intern
Dec 2022 - Sep 2023
Student Managed Investment Fund Macroeconomic Analyst
Sep 2022 - Jan 2023
Team & coworkers
Colleagues at Cerity Partners
Other employees you can reach at ceritypartners.com. View company contacts for 1282 employees →
JO
Joanne O'Connell, Cfp®
Colleague at Cerity PartnersDetroit Metropolitan Area, United States
View →
JG
Judith Gordon
Colleague at Cerity PartnersSan Francisco Bay Area, United States
View →
JC
Jeff Curtis, Cfa
Colleague at Cerity PartnersAustin, Texas, United States
View →
KS
Kumail Soni, Cpa
Colleague at Cerity PartnersChicago, Illinois, United States
View →
CF
Cameron Feldman
Colleague at Cerity PartnersGreater Lexington Area, United States
View →
SF
Shadrack Frempong, Mba
Colleague at Cerity PartnersBoston, Massachusetts, United States
View →
JR
Jack Richter
Colleague at Cerity PartnersUnited States
View →
CT
Carmen Tu
Colleague at Cerity PartnersGreater Boston, United States
View →
JG
John Goott, Cfp®, Aif®
Colleague at Cerity PartnersHouston, Texas, United States
View →
HK
Hannah Kim
Colleague at Cerity PartnersGreater Cleveland, United States
View →
Joanne O'Connell, Cfp®
Colleague at Cerity PartnersDetroit Metropolitan Area, United States
View →
JG
Judith Gordon
Colleague at Cerity PartnersSan Francisco Bay Area, United States
View →
JC
Jeff Curtis, Cfa
Colleague at Cerity PartnersAustin, Texas, United States
View →
KS
Kumail Soni, Cpa
Colleague at Cerity PartnersChicago, Illinois, United States
View →
CF
Cameron Feldman
Colleague at Cerity PartnersGreater Lexington Area, United States
View →
SF
Shadrack Frempong, Mba
Colleague at Cerity PartnersBoston, Massachusetts, United States
View →
JR
Jack Richter
Colleague at Cerity PartnersUnited States
View →
CT
Carmen Tu
Colleague at Cerity PartnersGreater Boston, United States
View →
JG
John Goott, Cfp®, Aif®
Colleague at Cerity PartnersHouston, Texas, United States
View →
HK
Hannah Kim
Colleague at Cerity PartnersGreater Cleveland, United States
View →
1 education record
Joe Rojas education
FAQ
Frequently asked questions about Joe Rojas
Quick answers generated from the profile data available on this page.
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 Joanne O'Connell, Cfp®, Judith Gordon, Jeff Curtis, Cfa, Kumail Soni, Cpa, and Cameron Feldman.
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.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Joe Rojas you were looking for.
View similar profiles
