Wealth

Rich Rojeck specializes in helping business owners, farmers, senior executives and other high net worth individuals grow and protect what matters. Rich holds the CERTIFIED FINANCIAL PLANNERTM professional and Accredited Investment Fiduciary professional certifications. He has more than 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 was a Managing Director with Lincoln Financial Advisors, an investment firm.

Rich stays fit running, swimming, and cycling. He enjoys reading, wine collecting, travel, and is a budding jazz pianist. Rich and his wife Joji have three children and reside in San Diego, California.