Scott Rojas, CFP®, MBA
Vice President | Financial Advisor | Owner
When Scott Rojas was starting out in his career nearly 15 years ago, he heard a financial insight that he still holds dear: “Nothing beats a strong balance sheet.” He applies that insight now as vice president and financial advisor at Eclectic Associates, helping clients achieve and maintain a strong balance sheet so they can focus on their life.
Scott started his career as an investor center representative at T. Rowe Price and as a senior financial analyst and financial systems analyst at Beckman Coulter. He later honed his skills in the financial services industry as a team leader at American Funds Service Company. His desire to work with people in organizing their financial lives led him to Eclectic Associates, where today he provides comprehensive planning that helps give clients clarity about their financial direction. As vice president, he also manages our paraplanners and support staff.
A Brea resident, Scott is active in the community. He and his family regularly attend the First Evangelical Free Church of Fullerton. In addition, he served as past vice president of the Brea Soccer Association and is a member of the St. Jude Foundation and Brea Rotary Club. Scott loves Mexican food and trips to the East Coast.
Education and Designations
B.S., Finance, Biola University
MBA, California State Polytechnic University
CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards
Member and Past President, Brea Rotary Club
Member and Vice Chair, St. Jude Foundation
Past Vice President, Brea Soccer Association