Yvette Rojas has more than a decade of experience in the financial services industry, and she is licensed in life and health insurance. “My husband, Carlos Rojas, and I started our own firm in 2015 with a shared goal: to provide individuals with the highest level of care and guidance, offering the best tools and strategies to help them strengthen and optimize their financial health. We are fully committed to our clients’ success for the long-term.”
Yvette’s career in finance began in 2014, when she got a job as an executive assistant to the CEO of a financial firm. The position offered her the opportunity to learn the financial services industry from the inside out, along with exposing her to the top strategies and tools needed to help clients.
“Originally, I took the job as a way to build a stable income, but it quickly grew into a true passion for empowering individuals to make confident, informed financial decisions. At the time, I was 26 years old and struggling with poor financial habits. I simply wanted to earn and save money, yet I always seemed to fall short. That changed when I started working at the financial firm. My curiosity was sparked, and I immersed myself in learning everything I could about financial strategies and tools. As I applied that knowledge, I saw my own life transform. By 2015, I had earned my insurance license and began helping others gain the same financial clarity and confidence that changed my life. Since then, I’ve dedicated my career to guiding people toward financial health and security,” she says.
Yvette feels her own personal experiences help her relate to clients in a distinctive way. “Rojas Retirement Solutions helps people save and grow their money. But my approach has always been to build the relationship first. I am unique in that I am a mom first, and financial professional second, so I know how it feels to be a mom and woman, and I understand the unique relationship that women often have with money.”
”We are fully committed to our clients’ success. We advocate on their behalf, work diligently to secure the best opportunities, and proactively watch over their retirement products with a constant focus on maximizing their benefits.
— Yvette Rojas
Originally from Los Angeles, California, Yvette graduated with a Bachelor of Arts in communications from California State University, Fullerton, with a minor in radio, TV & film. After graduating, she spent four years as the talent coordinator at Talent House Academy in Hollywood, California. “I was responsible for the development, enrollment, and marketing of premier acting classes designed to advance the careers of aspiring young actors. This was my chosen career path at first, but when I realized it was not aligned with my principles and long-term goals, I decided to pivot,” she says. “I still enjoy television and film, but now it’s a treat for the weekends and time with the family.”
Yvette Rojas is both her maiden and her married name. The couple often jokes that they are Rojas2. She lives in Visalia, California, with her husband, Carlos Rojas, and their young daughter and son. In addition to enjoying traveling and spending time with family, she volunteers in the children’s ministry for her church, and teaches Sunday school to toddlers.
Latinos Unidos — Se Habla Español
Bienvenidos a Rojas Retirement Solutions
Nuestro objetivo es construir una relación con usted, independientemente de su situación financiera. Somos una empresa fundada en valores familiares y nos preocupamos por ayudarte a ti y a tus seres queridos. Contáctenos hoy para comenzar nuestro proceso personalizado y experimentar cómo es trabajar con nuestro equipo.
Hundreds of Options,
Independent Advice
As a completely independent firm, Rojas Retirement Solutions has access to literally hundreds of options from dozens of the nation’s top financial institutions. We even have limited distribution solutions that are only available from select financial advisors across America. So, contact us now to learn more about what we can do for you. NO FAMILY LEFT BEHIND!
Ongoing Support & Service
We are here when you need us, to help you plan and throughout your financial life. We’re right here in your community when you need customer service.
Insurance With Multiple Features
Today’s insurance plans offer multiple features, include tax benefits for heirs, ability to borrow from your policy, long-term care coverage and more. Let’s talk!
We Work With You
You’re not alone in figuring out your retirement. Our advisors have decades of experience in the financial services industry helping people just like you. We’ll find what fits for you!
We Love Our Family Too
We treat our clients like family. You are important to us because our entire community is vibrant, essential, and embedded in California’s history. NO FAMILY LEFT BEHIND!
Rojas Retirement Solutions
Blog, News & Information
You don’t have the time to waste looking for a resource you can trust to offer factual, insightful information. That’s why we publish resources that can help you grow your knowledge base quickly and conveniently. With blogs, videos and more to enhance and elevate your financial knowhow, we aim to give you the power to efficiently and effectively learn about retirement matters.
