Our Mission
We are committed to providing clients with customized unbiased financial advice, first class service, and an open-architecture platform, always striving to serve our clients goals, objectives, and best interests, maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Our Story
Von Baron Wealth Management was established to provide quality financial planning, investment management, and insurance services to our clients, while utilizing an open architecture platform. Our open architecture allows us to do this without having to recommend any proprietary investment, or insurance products. We want the option to work with any company or product we feel is most suitable for our clients.
We work for you
As Independent Financial Advisors, we don't work for a specific bank, insurance, or investment company. We are not obligated to work with any particular company or product. We have no quotas, or product sales goals we must meet. This allows us to work comfortably with our clients in an objective environment.
About Rodger
A San Jose State University Alumni with a Bachelor of Science degree in Finance. Nearly 20 years of experience navigating his client toward financial independence, providing advice and financial solutions to help them reach their goals. Rodger holds a CFP® designation and helps his clients with investment management, tax planning, estate planning, financial planning, and life insurance needs. Rodger has worked in the bay area for nearly 20 years. Helping his clients gain a better understanding of their retirement, employer benefits, and planning for their lives beyond their careers.
As an independent financial advisor Rodger can access a large choice of investment options, uses cutting edge technology, and has multiple communication channels with his clients. While also providing total transparency with their accounts.
In his spare time, he enjoys backpacking, with family and friends. Oil painting, gardening, and museums can also make a great day.
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