Sergio A. Rojas Email & Phone Number

Sergio A. Rojas Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ Practitioner at RGV Wealth Management @ RGV Wealth Management

Sergio A. Rojas Location

McAllen, TX, US

Sergio A. Rojas Work

Sergio A. Rojas Education

  • UTRGV Robert C. Vackar College of Business and Entrepreneurship

    Bachelor of Business Administration (BBA) (Finance, General)

    2004 - 2008
  • McAllen High School

    General Studies (General Studies)

Sergio A. Rojas Skills

  • 401(k) distribution planning Business Strategies Business Succession Planning
  • Business Strategies
  • Business Succession Planning
  • Client Education
  • Education Planning Strategies
  • Employee Benefits Analysis
  • Estate Conservation Strategies
  • Estate Planning Strategies
  • Executive Benefits Planning
  • Executive Benefits Strategies

Sergio A. Rojas Summary

Sergio A. Rojas, based in McAllen, TX, US, is currently a CERTIFIED FINANCIAL PLANNER™ Practitioner at RGV Wealth Management at RGV Wealth Management. Sergio A. Rojas brings experience from previous roles at Equitable Advisors. Sergio A. Rojas holds a 2004 - 2008 Bachelor of Business Administration (BBA) in Finance, General @ UTRGV Robert C. Vackar College of Business and Entrepreneurship. With a robust skill set that includes 401(k) distribution planning Business Strategies Business Succession Planning, Business Strategies, Business Succession Planning, Client Education, Education Planning Strategies and more. Sergio A. Rojas has 1 emails and 3 mobile phone numbers on RocketReach.

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