Loren Rojas
Financial Advisor Field Director @Northwestern Mutual
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WORK HISTORY
Financial Advisor Field Director @Northwestern Mutual
Los Angeles, CA, US
Despite living in such a wealthy country, many Americans don’t receive a proper education about personal finance in school. As a result, many people don’t have a good grasp on our financial health. Our nation is currently in the midst of a gigantic transfer of wealth from the Baby Boomer generation to their kids and grandkids, which is why good financial education is more important than ever to helping younger Americans build and keep wealth for themselves and their families. As a financial advisor, my role is to show clients how to view their finances correctly and avoid costly financial decisions. My experiences in athletics and the military gave me the drive to constantly work hard and improve, and I bring that energy to everything I do. I’ve built my practice one client at a time, and I help people from all walks of life.We’ll work together to develop a personalized financial plan tailored specifically to you. It all starts with a conversation to discuss your financial goals and review the planning resources available to you. The conversation is never about selling you something; it’s about helping you figure out what goals you want to hit, and then working out a plan that shows you how to get there.I’m ready to talk with you about your financial dreams—even if you believe they are unattainable. Everyone is capable of building wealth, but it requires knowledge, guidance, and most of all, a desire to attain peace-of-mind. Contact me today and let’s talk about what’s possible.Loren R••••••••@nm.com95••••••26Interested in a career in financial services? I’m passionate about helping people—not only clients, but also team members. I’m always looking for motivated individuals with a talent for helping others. If you’re just starting out after college or the military, or if you’re looking for a career change, then I’d like to speak with you about a wealth of opportunities with Northwestern Mutual. Contact me today to learn more.
EDUCATION
Palomar College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
The American College of Financial Services
Financial Planning and Services
University of La Verne
Bachelor of Science (BS), Business Administration and Management
University of La Verne
Master of Business Administration (MBA), Finance, General
SKILLS
ABOUT LOREN ROJAS
There are infinite amounts of information at our disposal. If you Google any topic, you will find tons of information; reviews, statistics, case studies, opinions, etc. The same holds true for financial planning. Now, once you factor in that each person is different, the information found on the internet may not hold as much weight. A strategy that works for someone in Idaho, may not be the same tactics used for an individual living in California. A personalized financial plan is the preferred method over generalized planning. Together, we’ll discuss your goals and objectives, and create a financial plan that is tailored specifically to you or your business. I believe it\'s important for people of all ages and backgrounds to be educated on the planning resources available to them. Please feel free to contact me with any questions-Loren Rojas
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