Unnamed Business
Unnamed Business

Unnamed Business

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Introduction: I have been in business for the last 5 years. What we’re really passionate about is helping individuals overcome obstacles and needs by providing the education needed. One thing we really pride ourselves on is that we do what’s right for clients 100% of the time. Our business is built on solid relationships not on a transactional basis.
Overview

Serves Los Angeles, CA

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Credentials
License

License Type: Broker (Securities) (CA)

License verified on 9/2/2021

Background Check

Edgar Rojas

FAQs

  • What is your typical process for working with a new customer?

    I typically like to do an initial discovery call where we identify where the client currently stands as well as identify what they’re looking to accomplish. In this initial appointment we create a profile to determine what needs have to be met and this allows me to put together a solution.

  • What education and/or training do you have that relates to your work?

    I went through the same schooling every person in field goes through to obtain my registrations. I also do ongoing education with all the different companies out there to ensure I’m providing my clients the best service possible.

  • How did you get started doing this type of work?

    I started in the pursuit of gaining more knowledge on my own finances. Little did I know I would fall in love with educating others just like I was educated.

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