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)
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.