Roger J. Conde, AIF ® CWS ® RFC ® , is a Personal Wealth Advisor and founder of jLife Wealth Management. Roger has been in the financial services industry since 1993. He founded his own company back in 2005, Pacific Retirement Advisors. He recently changed the name to jLife Wealth Management due to life events that made him rethink his message. He graduated from California State University at Northridge with a Bachelor’s of Science degree in Finance in 1995. Since 1997, he has worked as an Independent Financial Advisor. He has earned three Designations; the Accredited Investment Fiduciary™ professional, Certified Wealth Strategist™ professional and a Registered Financial Consultant™ professional. Currently, he holds five investment licenses (Series 7, 6, 63, 65, and 24) as well as his Insurance license (CA Insurance Lic. #0B57717) to provide an extensive range of innovative financial solutions tailored for each client.
Roger believes his first responsibility is to develop a relationship that is built on trust and transparency. His overriding concern and objective is to understand you and find out what is truly important to you and why.
The key is Guidance Driven Investing and using the S.T.E.P. into Retirement process that will help you understand how to get the most from your investment planning, Social Security benefits, life and long- term care insurance and how to protect those you love through estate planning.
Roger and his son Lucas live in Hermosa Beach. He enjoys coaching his son in flag football and basketball. He is a member of American Martyrs Church. In his free time, he has fun traveling, playing volleyball, listening to music (especially when Lucas and his band are playing at a local spot!) and spending quality time with his family and friends. Roger’s motto is: Life is too short to forget about living today!
- WHAT MOTIVATES ROGER?
Having clients succeed in planning for the future, but not forgetting to Live today.
- HIDDEN TALENT:
- COMMUNITY INVOLVEMENT:
I am active in all the activities my son gets involved with. Being active in the Chamber, local charity
events, and school fundraisers.
Football, basketball, yoga, volleyball, traveling, and mentoring
- FAVORITE TEAMS:
LA Lakers, LA Dodgers