About Us

Sergio A. Rojas

CERTIFIED FINANCIAL PLANNER professional
Phone: (956) 683-6020
Fax: (855) 627-1800

I was born and raised in McAllen, TX and graduated from McAllen High School, go Bulldogs! I earned my Finance Degree from The University of Texas-Pan American in 2008 and have been in Financial Services ever since. 

I strongly believe that "Financial Independence" is possible for everyone. I believe that everyone in the Rio Grande Valley has the opportunity to achieve all their dreams through education!

My mission is to educate and empower all my friends and family to make prudent and meaningful financial decisions to reach their goals. I do this by making confusing money concepts easy to understand for ordinary people like myself.

I chose to partner up with Equitable Advisors because they hold the same values that I do.

On my spare time I enjoy playing basketball and spending time with my wife, Saleena, and hanging out with friends and family. 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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