Richard P. Rojeck
Private Wealth Advisor at Sagemark Consulting - Osaic Wealth
- Role
- Cfp Professional Financial Planner Sagemark Consulting at Osaic
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Richard P. Rojeck
Rich Rojeck helps his clients grow and protect what matters. Rich holds the CERTIFIED…
Experience
Cfp Professional Financial Planner Sagemark Consulting
Jun 1985 — Present · La Jolla, CA, US
Please visit my website at Securities offered through Osaic Wealth, Inc, member FINRA/SIPC. Investment advisory services offered through Sagemark Consulting, a marketing name for Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. CA Insurance License #05•••01Richard Rojeck is securities registered in Arizona, California, Delaware, Georgia, Ohio, Oregon, South Dakota and Utah. CRN-54••••••••23
Skills
- High Net Worth Individuals
- Employee Stock Options
- Investment Planning
- Charitable Gift Planning
- Senior Executives
- Business Owners
- Business Continuity Planning
- Financial Independence/Retirement Planning
- Estate Planning
- Financial Planning
- Asset Allocation
- Risk Management
- College Funding Strategies
- Investment Advisory
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