About Us

Carlos began his professional journey in a different field, earning a bachelor’s degree in urban and regional planning from California State Polytechnic University, Pomona, in 2007. His early career in city planning was shaped by a desire to create thriving communities, but the 2008 financial crisis prompted a pivotal shift. Witnessing the economic fallout and its impact on families, he transitioned into the financial services industry, driven by a mission to help individuals protect their wealth and achieve financial stability.

“I’m a dedicated financial professional with more than 15 years of experience in the financial services industry, specializing in annuities and asset protection since 2010. My practice emphasizes annuities, and I chose this emphasis because I recognize the critical need to protect people’s financial assets. Fixed indexed annuities in particular offer the potential for growth based on the stock market, but with principal protection from stock market drops. Unlike other investments, annuities are contracts between an insurance company and a consumer, and contractual guarantees are provided, backed by the financial strength of the insurance carrier providing the annuity,” he says.

What distinguishes Carlos is his client-centric, trust-based approach. He believes that financial advising is not about transactions but about building meaningful, long-term relationships. When meeting clients, his goal is to listen deeply, understand each family’s unique needs, and provide clear, educational guidance to help them make informed decisions about their financial decisions.

Whether working with affluent individuals or underserved communities, particularly within American and Latino populations, Carlos is committed to inclusivity and accessibility. His practice is built on the principle that everyone deserves access to sound financial advice, regardless of their background or wealth. His mission is to become a trusted, “viral” presence in communities across the spectrum, known for a practice that genuinely serves all. This vision is rooted in his belief that financial education is a cornerstone of empowerment, enabling individuals to plan for their families’ futures and preserve their legacies.

In 2015, Carlos Rojas’s dedication and expertise were recognized when he was named a top producer, an honor celebrated on stage at the MGM in front of 17,000 industry peers. This milestone underscored his impact in the field and his ability to deliver exceptional results for his clients. Beyond his professional achievements, Carlos is deeply committed to giving back to his community in Visalia, California, where he resides with his wife, Yvette Rojas, and two beautiful children. He actively supports local initiatives, including donations to Rise Christian Church, reflecting his belief that giving is both fulfilling and transformative. His contributions to the Visalia community extend to helping those in need, ensuring that his impact reaches beyond the financial realm.

A devoted family man, Carlos finds joy in coaching his children’s soccer teams, where he instills values of teamwork, discipline, and perseverance. His love for everyone is matched by his commitment to raising his children with a strong foundation in faith, guiding them to live with purpose and integrity. Living in Visalia, he balances his professional and personal life with a focus on creating value for others, whether through financial advising, community service, or coaching.

Carlos Rojas’s career is defined by his unwavering dedication to his clients’ success, his community, and his family. His educational, relationship-driven approach sets him apart as a financial professional who not only protects and grows assets but also builds confidence, trust, and lasting connections. With a vision to be a beacon of financial empowerment for all communities, Carlos continues to inspire and uplift those around him, one relationship at a time.