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Sergio A. Rojas, CFP®

Sergio A. Rojas, CFP®

CERTIFIED FINANCIAL PLANNER professional

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 once a week with my college friends and spending time with my wife, Saleena, and two sons, Stallone & Sean.


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.