Sergio A. Rojas Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ Practitioner at RGV Wealth Management @ RGV Wealth Management
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Sergio A. Rojas Location
- McAllen, TX, US
Sergio A. Rojas Work
- 2024 -now CERTIFIED FINANCIAL PLANNER™ Practitioner at RGV Wealth Management @
- 2008 -2024 Certified Financial Planner(R) Professional @
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
- Financial Planning
- Financial Services
- Financial Strategies
- Insurance Planning
- Insurance Services
- Insurance Strategies
- Investment Planning
- Investment Services
- Investment Strategies
- IRA distribution planning
- Life Insurance Planning
- Life Insurance Strategies
- Long-term Care Planning Strategies
- Pension Distribution Planning
- Retirement Planning Services
- Retirement Planning Strategies
- Retirement Specialist
- Risk Management
- Strategic Financial Planning
- Tax-deferred Investment Planning
- Tax-efficient Investing Strategies
- Wealth Accumulation
- Wealth Management
- Wealth Preservation Strategies
- Long Term Care Planning Strategies
- Tax Deferred Investment Planning
- Tax Efficient Investing 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 1 mobile phone numbers on RocketReach.
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Sergio Rojas
Associate
Mexico City, CDMX, MX
Top RGV Wealth Management Employees
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