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Rajer Choobak

Rajer Choobak

Wealth Manager

Fax:
(949) 315-3911
Assistants:
Specialities:

Retirement Planning

Investment Management

Insurance Solutions

Tax Strategy

Estate Planning

401(k) & Workplace Plans

Small Business Owners

Business Planning

Wealth Transfer

High Net Worth Clients

Intergenerational Wealth Planning

Executive Compensation & Stock Options

Languages

Artisan Capital Partners

About Rajer Choobak

Rajer Choobak is a seasoned Wealth Manager specializing in investment management, financial planning, asset protection and preservation, and insurance solutions. His approach is rooted in the principles of value investing, drawing inspiration from the research methodologies of renowned investors such as Warren Buffett and Charlie Munger.

Before joining Osaic Wealth Inc. and Artisan Capital Partners, Rajer founded and served as President of Choobak Global and Millennium Transportation, demonstrating entrepreneurial leadership across diverse industries. He began his career at Ernst & Young as an Audit Intern and advanced to Senior Auditor, focusing on clients in the financial sector. His corporate experience includes roles as Senior Financial Analyst at both The Walt Disney Company and Sprint PCS, where he delivered strategic insights and financial guidance.

Outside of his professional pursuits, Rajer enjoys reading, golf, racquetball, pickleball, skiing and traveling the world with his family.

Rajer’s credentials include:

• BS Accounting, University of Southern California

• Series 7, 66, 24, CA Health & Life Licenses 0H42380

• E&Y Orange County Alumni Board, Board member – January 1996 to January 2024

• UC Irvine Diabetes Center, Executive Council Member – July 2013 to January 2020

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