Rob Jupille

President of RTJ Financial Management, a fee-only wealth management and financial planning firm.

Financial Adviser at RTJ Financial Management, Inc. in Santa Monica, CA

About

I founded RTJ Financial Management to provide objective, unbiased financial advice to successful self employed and freelance workers..

Contact
(310) 905-8806
Click for fax number
(310) 943-1585
Address
201 Wilshire Blvd Ste 309 in Santa Monica, CA 90401
Info
Languages: French
Year started: 2004

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Jose
Answered by Rob Jupille, Financial Adviser in Santa Monica, CA
An S Corp has both advantages and disadvantages compared to being a sole proprietor. From a self employment tax standpoint, by designating a 'reasonable' amount of he...
Q&A
Asked by Katie
Answered by Elizabeth Beagle, Insurance Agent in Burbank, CA
Some agents would state you need 12 to 14 percent of your annual earnings in life insurance. I believe there are more practical ways of determining the right amount of...
Q&A
Asked by Victor
Answered by Michael Minter, Financial Adviser in Tampa, FL
First best to interview a few different advisors, ideally an independent one and practices under a fiduciary standard. This will be good for you to get different idea...
3

Specialties

  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Licenses

Series 65
License # 1881492

Accomplishments

Background

Experience

Underwriting Supervisor
Asst. Product Manager
VP of Sales & Underwriting
Regional Director, Sales
Regional Director of Sales
President
Owner

Education

University of California, Santa Barbara