John A. Rojas

John A. Rojas Email and Phone Number

Founder and Chief Wealth Strategist | Tribox Private Wealth @ Tribox Private Wealth
Jupiter, FL, US
John A. Rojas's Location
Jupiter, Florida, United States, United States
John A. Rojas's Contact Details

John A. Rojas personal email

n/a

John A. Rojas phone numbers

About John A. Rojas

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

John A. Rojas's Current Company Details
Tribox Private Wealth

Tribox Private Wealth

View
Founder and Chief Wealth Strategist | Tribox Private Wealth
Jupiter, FL, US
Employees:
3
John A. Rojas Work Experience Details
  • Tribox Private Wealth
    Founder And Chief Wealth Strategist | Tribox Private Wealth
    Tribox Private Wealth
    Jupiter, Fl, Us
  • Tribox Private Wealth
    Founder & Chief Wealth Strategist | Tribox Private Wealth
    Tribox Private Wealth Jun 2022 - Present
  • Ameriprise Financial Services, Llc
    Financial Advisor
    Ameriprise Financial Services, Llc Feb 2015 - Jun 2022
    11300 Us Hwy 1, Suite 600 Palm Beach Gardens, Fl 33408
    I 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.
  • Wells Fargo Advisors, Llc
    Vice President - Investments, Certified Financial Planner™
    Wells Fargo Advisors, Llc Jul 2003 - Feb 2015
    Palm Beach Gardens, Florida
  • 1St Discount Brokerage
    Financial Consultant
    1St Discount Brokerage Feb 2000 - Jun 2003
    West Palm Beach, Florida Area
  • Army
    Soldier - Combat Arms Infantry
    Army Jun 1991 - Sep 1993
    Ferris Barracks and Ft. Lewis

John A. Rojas Skills

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

John A. Rojas Education Details

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.

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    Svp / Senior Credit Advisor / Leadership Club Award Winner / Gold Heart Program Winner At Hsbc Global Private Banking And Wealth
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