FINANCIAL planning that goes farther

Welcome to Phases Financial Group, where experience meets exclusivity. Founded in Palo Alto, California by financial advisors Juan Rojas and Michael Lipkins, our team brings together decades of combined experience in the dynamic realm of financial services.

At Phases Financial Group, we believe that life unfolds in distinct phases, each demanding a unique financial approach. Juan and Michael are committed to guiding you through every step of your financial journey, ensuring a tailored strategy that aligns with your individual goals. As a private and exclusive practice, we limit our clientele to a select number, dedicating ample time to understanding your aspirations and financial landscape intimately.

Our focus goes beyond mere investment management; we are dedicated to crafting comprehensive financial strategies that not only seek to maximize returns but also adeptly manage risk and optimize tax efficiency. Trust Phases Financial Group to be your strategic partner, navigating the complexities of your financial life with precision and care.

Raymond James and its advisors do not offer tax advice. You should discuss these matters with the appropriate professional.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Phaser Financial
Juan Rojas
Juan Rojas, AIF®, AAMSTM
Financial Advisor, RJFS
Michael Lipkins
Michael Lipkins, AIF®
Financial Advisor, RJFS
Connect with us
  • Juan Rojas, Managing Partner, PFG | Financial Advisor, RJFS
  • O 650.845.4994
  • Michael Lipkins, Managing Partner, PFG | Financial Advisor, RJFS 
  • O 650.845.4992

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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The financial advisors at Phases Financial Group operate as independent financial advisors for Addison Avenue Investment Services. Financial advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC, and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Phases Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Additionally, First Technology Federal Credit Union, Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services and Phases Financial Group. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

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