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Biography

Joe Rojas is an associate in the Los Angeles office. He is a member of the wealth management team providing assistance to portfolio managers.

Prior to joining Cerity Partners, Joe worked as an investment management intern for Pacific Capital in California. He joined Pacific Capital in 2023 while obtaining a degree in Finance from Cal State San Bernardino. During his time at Cal State, Joe served as a macroeconomic analyst for CSUSB’s Student Managed Investment Fund. Joe has also passed the Series 65 exam.

Joe is passionate about fitness, traveling, and basketball.

Education

  • BA in Finance from California State University San Bernardino

Highlights

  • Passed Series 65

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