Rich Rojeck helps his clients grow and protect what matters. Rich holds the CERTIFIED FINANCIAL PLANNERTM professional and Accredited Investment FiduciaryTM* professional certifications. He has over 40 years of experience in developing and helping implement comprehensive financial plans that integrate financial independence analysis, estate planning strategies, business succession planning, investment and risk management, and more. His goal is for his clients to enjoy clarity and confidence regarding the attainment of their financial and life goals.
Rich holds a Bachelor's Degree in business administration from Oregon State University and an MBA in Finance from San Diego State University. Prior to beginning his financial planning practice, Rich served six years as a commissioned Naval officer, including two Western Pacific deployments and assignment as an instructor at the Surface Warfare Officers School in San Diego. Rich ultimately attained the rank of Lt. Commander.
Rich served on the national board of the International Association for Financial Planning from 1992-1999 and was its chairman in 1999. In 2010, Rich was elected to the board of the CFP Board of Standards, the standards setting and certifying body for CERTIFIED FINANCIAL PLANNERTM professionals. He served as its chairman in 2015. From 2004-2016, he held the position of Managing Director with Osaic FA (formerly known as Lincoln Financial Advisors), a broker-dealer and registered investment advisor.
Rich is the author of the book Wealth: Strategies to Grow and Protect What Matters, 2nd edition, published by Palgrave MacMillan.
Rich stays fit running, swimming and cycling. He enjoys reading, wine collecting and travel. Rich and his wife Joji have three children and reside in San Diego, California.