Scott A. Rojas, CFP®

Investment ManagementRetirement PlanningTaxesFinancial Life Planning
Written By Knapsack
 

Wealth Advisor

Areas of Focus

  • Financial Life Planning

  • Investment Management

  • Retirement Planning

  • Taxes

Brea, CA
(serving clients nationwide)

 
 

Qualifications & Experience

  • B.S. in Business Administration, Biola University

  • MBA, California State Polytechnic University Pomona

  • CERTIFIED FINANCIAL PLANNER® professional

  • 20+ years at Eclectic Associates, delivering fiduciary-based financial planning focused on retirement, tax-efficient investing, portfolio design, and education planning

About

Scott A. Rojas helps individuals and families across the country build financial confidence through his role at ONE Advisory Partners in Brea, California. A graduate of Biola University (B.S. Business Administration) and Cal Poly Pomona (MBA), Scott brings over 20 years of experience in fiduciary financial planning. He began his career at Eclectic Associates, delivering customized retirement strategies, tax-efficient investment plans, portfolio design, and education funding.

Since joining ONE Advisory Partners, Scott has focused on crafting flexible financial plans rooted in trust, tailored to each client’s evolving life. He excels at listening deeply, collaborating closely, and combining strategic insight with practical solutions. Scott is actively involved with the St. Jude Memorial Foundation and Providence St. Joseph Health. Outside of work, he lives in Brea with his family, participates in the local Rotary Club, and enjoys contributing to his community.

Knapsack

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