Robert Rojano

Robert has been with Salient Wealth Planning Group since 2006. He specializes in wealth management, qualification and taxation, wealth transfers and servicing (401k, 403b). One of Robert’s strengths is in seeking to help individuals significantly reduce their investment volatility. Robert works with clients on cross-disciplinary basis, whereby all aspects of their financial situation are coordinated and reviewed. He strives to educate clients about the markets and how to build, preserve and distribute their wealth in the most efficient manner possible.

Robert is a graduate of The California State University of Fullerton. He has a bachelor’s degree in finance. He has his FINRA, Series 7, 66, and 63 registrations in California, held with LPL Financial. Life, Disability and Long Term Care licensed.