Juan Rojas Bio Image
Juan Rojas AAMS®, AIF® Financial Advisor, RJFS Palo Alto, CA

Investment Philosophy

As your Financial Advisor, I believe that my role is to provide you with comprehensive financial advice in all aspects of your life. I have a long track record of helping my clients achieve their financial goals, and will develop a personalized plan tailored to the needs of you and your family.

My team specializes in discretionary portfolio management, focusing on known strategies that rely on carefully selected methodologies, and investments from well-researched firms. We combine complementary investments in your portfolio, with the goal of achieving more consistent returns.*

In this ever-evolving financial landscape, our team is committed to providing you service built on a foundation of experience and integrity. We care about what fulfills you and will steward your financial assets accordingly.

Experience & Education

My career in the securities industry began in 2001 at Citigroup. Prior to joining the Palo Alto team at Addison Avenue Investment Services, I worked for such well known firms as Citi Personal Wealth Management, Citi Smith Barney, TD Ameritrade and A.G. Edwards & Sons.

Throughout my career, I have worked hard to continuously hone my craft. In 2006, I earned the ACCREDITED ASSET MANAGEMENT SPECIALISTSM designation from the College for Financial Planning, which required specialized training in such areas as tax management, wealth management strategies and college planning. As an individual with these credentials, I can provide clients with a more holistic approach to the service and advice I provide. As a former banker, I also have the background to address loans and traditional savings components of financial planning—something many advisors are not equipped to discuss.

The Personal Side

I actively serve my community as a youth baseball coach, and as an ambassador for Baseball Without Borders Foundation (BWBF)—an organization dedicated to donating baseball equipment to children in third world countries.

* Investing involves risks including the possible loss of capital. There is no assurance any investment strategy will be successful.

 

Qualifications: holds series 7, 63 and 66 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #0D21604

ACCREDITED ASSET MANAGEMENT SPECIALIST is a service mark of the College for Financial Planning®. The AAMS® designation indicates satisfaction of course requirements set forth by the College.

Raymond James is not affiliated with the above organizations and/or charitable causes.