Scott Rojas, CFP®
Wealth Strategies for Successful, Busy Professionals
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ONE Advisory Partners Scott Rojas, CFP®
Brea, CA
Serving Clients Nationwide
Wealth Strategies for Successful, Busy Professionals
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Scott Rojas, CFP®
Hi, I'm Scott Rojas. I’ve dedicated most of my career to providing comprehensive, fiduciary-based financial planning, with a strong focus on retirement strategies, tax-efficient investing, portfolio design, and education planning.Prior to joining One Advisory Partners as a financial advisor, I spent over 20 years at Eclectic Associates, where I worked alongside a professional team to deliver personalized planning solutions that truly put clients first.
In every advising role I have held, my mission has remained constant: to bring clarity to the financial lives of the people I serve. I believe the best financial plans are ones that evolve with life, grounded in trust, deep listening, and clear strategy.
Joining One Advisory Partners allows me to continue that mission within a collaborative and forward-thinking environment. I’m energized by the opportunity to grow with a team that shares my values and my commitment to helping individuals and families plan wisely and live confidently.
I hold a B.S. in Business Administration from Biola University and an MBA from Cal Poly Pomona, and I’m proud to be a Certified Financial Planner® professional. I’ve also had the privilege of serving my local community through board positions with St. Jude Memorial Foundation and Providence St. Joseph Health.
Outside of work, you’ll find me enjoying time with my family in Brea, California, staying active in the Brea Rotary Club, and finding ways to give back to the community I’ve called home for many years.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
Brea, California
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Many busy, successful professionals lack the time and/or interest in managing their complex financial lives. Take the first step to feeling confident you finally have a solid plan of action to achieve what we call your "work optional" status. Schedule an introductory call today by clicking the 'Book Intro Call' button above. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About ONE Advisory Partners
You are a professional with an overflowing plate of responsibilities and a desire to work on your terms. But your financial picture is a complicated one with many pieces.The worry gnaws at you that you might make mistakes or miss out on opportunities. Yet you just don't have the bandwidth to tackle your finances.
At ONE Advisory Partners, we take on the details of your wealth strategies so you can finally feel confident you have a solid plan of action to achieve your financial independence.
We are an independent Registered Investment Advisor based in Overland Park, KS, helping successful professionals who are too busy to manage their finances on their own. Our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals average over 20 years of experience.
Savvy professionals who lack the time, expertise, and willingness for financial planning and are happy to delegate the responsibility to an experienced team of advisors. We are here to help you:
✔️ Feel confident that you have more time to live your life
✔️ Achieve a work-optional status in your career
✔️ Plan for other life-enhancing goals
Successful professionals have been delegating their wealth strategies to us for over 20 years. Our team of financial, investment, and tax planners will collaborate on your behalf to implement your wealth strategies.
The majority of our clients include attorneys, physicians, dentists, veterinarians, corporate executives, and entrepreneurs.
Click the 'Book Intro Call' button above to schedule an introductory consultation. We look forward to speaking with you.
Education
California State Polytechnic University-Pomona, Master of Business Administration | Biola University, Crowell School of Business, Bachelor of Business Administration - BBA, Finance and Financial Management Services
Hobbies and Interests
- Family
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
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