John A. Rojas Email and Phone Number
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John A. Rojas personal email
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After 26 years in financial services and as a CFP® professional, I’ve seen the transformative power of strategic wealth management in the lives of business owners and their families. As the Founder and Chief Wealth Strategist at Tribox Private Wealth, my mission is simple: to help entrepreneurs achieve financial freedom through intentional cash flow management, secure wealth protection, and confident investing.Guided by the principles of Cash, Protection, and Investments, I offer more than traditional financial planning. I focus on a proactive, educational approach that empowers clients to take charge of their financial journey. This unique framework ensures that every client understands not just what to do, but why each decision supports their goals and values.As a veteran, family man, and dedicated professional, I understand the demands of balancing a business with personal life, and I am committed to helping others achieve the financial security to do the same. When clients work with me, they gain a trusted partner who values their vision and is as dedicated to building a legacy as they are.How I Can Help You:Cash Flow Mastery: Optimizing cash flow for business owners to create a solid financial foundation.Wealth Protection: Implementing strategic protections to safeguard what matters most.Confident Investing: Building investment strategies that align with personal goals and future growth.If you’re ready to take the next step toward financial freedom, let’s connect. I’d love to share more about how our approach at Tribox Private Wealth can support your financial journey and provide the peace of mind you deserve.”*Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use only by residents of: FL, CA, CT, GA, MA, MI, NJ, NY, TX
Tribox Private Wealth
View- Website:
- triboxprivatewealth.com
- Employees:
- 3
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Founder And Chief Wealth Strategist | Tribox Private WealthTribox Private WealthJupiter, Fl, Us -
Founder & Chief Wealth Strategist | Tribox Private WealthTribox Private Wealth Jun 2022 - Present -
Financial AdvisorAmeriprise Financial Services, Llc Feb 2015 - Jun 202211300 Us Hwy 1, Suite 600 Palm Beach Gardens, Fl 33408I am a Certified Financial Planner. I engage in the investment planning process of determining whether and how an individual can meet life goals through the proper management of financial resources and I integrate the financial process with two or more of the investment planning subject areas which include, but are not limited to: Financial statement preparation and analysis, Insurance planning and risk management, Employee benefits planning, Investment planning analysis, Retirement planning analysis, Estate planning strategies. -
Vice President - Investments, Certified Financial Planner™Wells Fargo Advisors, Llc Jul 2003 - Feb 2015Palm Beach Gardens, Florida -
Financial Consultant1St Discount Brokerage Feb 2000 - Jun 2003West Palm Beach, Florida Area -
Soldier - Combat Arms InfantryArmy Jun 1991 - Sep 1993Ferris Barracks and Ft. Lewis
John A. Rojas Skills
John A. Rojas Education Details
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Organizational Management
Frequently Asked Questions about John A. Rojas
What company does John A. Rojas work for?
John A. Rojas works for Tribox Private Wealth
What is John A. Rojas's role at the current company?
John A. Rojas's current role is Founder and Chief Wealth Strategist | Tribox Private Wealth.
What is John A. Rojas's email address?
John A. Rojas's email address is jo****@****mpf.com
What is John A. Rojas's direct phone number?
John A. Rojas's direct phone number is +156166*****
What schools did John A. Rojas attend?
John A. Rojas attended Palm Beach Atlantic University.
What are some of John A. Rojas's interests?
John A. Rojas has interest in Boating, Spending Time With Family, Volunteering, Traveling, Wake Boarding, Basketball, Golfing, Surfing, Reading, Running.
What skills is John A. Rojas known for?
John A. Rojas has skills like Strategic Planning, Insurance Broker/agent, Employee Benefits, Client Management, Public Speaking, Small Business Planning, Business Strategy, Strategic Partnerships, Protection Planning, Business Planning, Risk Management, Education Planning.
Not the John A. Rojas you were looking for?
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John A. Rojas Acosta
Peru -
John A Rojas
Experto En Nómina, Seguridad Social, Modelos De Compensación, Analisis De Costos De Personal, Presupuesto Y Metodologías Para Buscar La Eficiencia En Los Procesos.Medellín -
John A Rojas
Svp / Senior Credit Advisor / Leadership Club Award Winner / Gold Heart Program Winner At Hsbc Global Private Banking And WealthNew York, Ny2yahoo.com, citigroup.com -
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