Invest with confidence, rewire your money mindset to create the life you truly want, and plan your future with someone on your side.
20+ Years experience
SECURITIES LICENSEd & HELD THROUGH LPL FINANCIAL
EXPERIENCE MANAGING $100+MILLION IN BROKERAGE & ADVISORY ASSETS
(1/2015 - 10/2021)
MBA
Masters in business administration
Best Selling Author
We offer a sophisticated blend of money management, financial planning, and mindset hacks to help you achieve your financial goals and create generational wealth.
We build a custom-made financial plan by taking the time to fully understand what is most important to you and your family. We go over your most important numbers, timelines, and visions. Best of all, we do this together.
We then create a tailored investment strategy based on your financial plan. We give you clear, effective, action steps to make the life you envision possible.
We discover subconscious beliefs and unhealthy habits, that may be holding you back from wealth and success. We introduce practical financial processes and a healthier money mindset you can pass on to your children.
20 Years experience
Experience managing $120+Million in assets
500+ Happy clients
Joyce Rojas has positively impacted thousands of people’s lives by shifting their relationship with money. With 20 years in the banking & investment industry, experience as a top financial advisor at a Fortune 500 company, and a Masters in Business Administration, Joyce is easily a leading expert in money matters. But her secret is not in all those accolades. It’s in knowing that wealth begins with mindset.
“Ms. Rojas’s customer service skills are excellent. She is knowledgeable, engaging and attentive. She evaluates and makes recommendations accordingly, based on my financial needs. She has always been honest and realistic regarding my expectations. Always answers questions, and addresses concerns to my satisfaction. I’m extremely satisfied with Ms. Rojas’s efforts towards realizing my financial goals. I recommend Ms.Rojas as a financial advisor.”
“I came to Joyce ashamed of the mess I had created for myself. I had two years worth of un-filed taxes and buried in a pile of bills. I was also concerned about my retirement because I knew I wasn’t saving much. Joyce exceeded all of my expectations of what a financial advisor does. The most comforting thing about her is that she genuinely cares about the person behind the numbers. She changes the game by not only providing financial planning but also focuses on personal development and targets your beliefs about money and how to apply or change them. I jokingly say Joyce has become my financial mom, because she has my best interest in mind and is teaching me the rules of personal finance. Joyce has helped me become empowered, confident, and educated in the personal finance space. I highly recommend Joyce.”
“I have been working with Joyce for about 10 years. She is personally invested in my life and lifestyle and has helped me budget my needs and wants. When I began working with Joyce, it was easy to spend money, because I was still working and making money, but life can change in a heartbeat and she was there with me. She held my hand and has guided me all the way. As a senior citizen, we all fear outliving our money, but with Joyce’s help, I’ll have enough to get me through the rest of my life. I highly recommend her as a top notch advisor and a friend who cares about all her clients.”
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