Scott Rojas Email & Phone Number
Wealth Advisor @ One Advisory Partners
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Scott Rojas Location
- Brea, CA, US
Scott Rojas Work
- 2025 -now Wealth Advisor @
- 2004 -2025 Vice President, Financial Advisor, Owner @
- 2001 -2004 Senior Financial Analyst @
- 1996 -2001 Team leader @
- 1993 -1994 Investor Representative @
Scott Rojas Education
- College for Financial Planning
Certified Financial Planners Certification (Financial Planning)
2004-2008 - California State Polytechnic University-Pomona
Master of Business Administration - MBA (Business Administration)
2000-2004 - California State Polytechnic University-Pomona
Master of Business Administration - MBA (Finance, General)
2000-2004 - Biola University
Bachelor of Science - BS (Business Administration)
1991-1993 - Biola University Crowell School of Business
Bachelor of Business Administration - BBA (Finance and Financial Management Services)
1988-1993
Scott Rojas Skills
- Technology Integration
- Business Strategy
- Retirement
- Asset Allocation
- Investment Advisory
- Investments
- Portfolio Management
- Fundraising
- Mutual Funds
- Financial Planning
- Financial Analysis
- Budgeting
- Retirement Planning
- Excel
- Financial Reporting
- Managerial
- Wealth Management
- Estate Planning
- Asset Management
- Team Building
- Strategy
- Microsoft Word
- SQL
- Accounting
- Cash Flow
- Financial Modeling
- Tax
- Forecasting
- Team Leadership
- Finance
- 401K Retirement Savings Plans
- Strategic Planning
- Business Planning
- Microsoft Office
- Investment Strategies
- Customer Service
- Marketing Strategy
- Analysis
- Investment Management
- 401 Retirement Savings Plans
Scott Rojas Summary
- Scott Rojas, based in Brea, CA, US, is currently a Wealth Advisor at ONE Advisory Partners. Scott Rojas brings experience from previous roles at Eclectic Associates, Beckman Coulter, Capital Group | American Funds and T Rowe Price. Scott Rojas holds a 2004 - 2008 Certified Financial Planners Certification in Financial Planning @ College for Financial Planning. With a robust skill set that includes Technology Integration, Business Strategy, Retirement, Asset Allocation, Investment Advisory and more. Scott Rojas has 3 emails and 4 mobile phone numbers on RocketReach.
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