The Team

If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

John A Rojas

John A Rojas

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Investments

Education

Palm Beach Atlantic University, Bachelor's degree, Organizational Management 2007-2012
CA Insurance #0K62317

VISIT MY WEBSITE

Our Staff

Sean McQuown

Registered Client Service Associate