Richard P. Rojeck, CFP®, AIF®

Richard P. Rojeck, CFP®, AIF®

Private Wealth Advisor

Rich Rojeck specializes in helping business owners, senior executives and other high net worth individuals enjoy their wealth today while growing and protecting it for tomorrow. He has earned the CERTIFIED FINANCIAL PLANNER™ professional certification and Accredited Investment Fiduciary designation and has over 30 years of experience in developing and helping implement comprehensive financial plans that integrate financial independence analysis, estate and 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.

Prior to beginning his financial planning practice, Rich served for six years as a commissioned Naval officer, including four years of shipboard service and two years as an instructor at the Surface Warfare Officers School in San Diego. Rich ultimately attained the rank of Lt. Commander.

Rich has been a leader in the financial planning profession. He served on the national board of the International Association for Financial Planning. As its chairman, he was instrumental in a merger, leading to the creation of the Financial Planning Association, today the profession’s largest. In 2010, Rich was elected to the board of the CFP Board of Standards, the standards setting and certifying body for CERTIFIED FINANCIAL PLANNER™ professionals. He served as its chairman in 2015. From 2004 to 2016, he was a Managing Director with Lincoln Financial Advisors, the broker-dealer with which he is affiliated.

Rich holds a Bachelor’s Degree in business administration from Oregon State University and an MBA in finance from San Diego State University. 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.