Rajer Choobak

Wealth Manager

Email:

rchoobak@osaicwealth.com

Phone:

(949) 356-1911

Office(s):

120 Vantis, Suite 300, Aliso Viejo, CA 92656

Specialities:

401(k) & Workplace Plans

Business Planning

Estate Planning

Executive Compensation & Stock Options

High Net Worth Clients

Insurance Solutions

Intergenerational Wealth Planning

Investment Management

Retirement Planning

Small Business Owners

Tax Strategy

Wealth Transfer

ARTISANCAP

About

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 ARTISANCAP, 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

This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. ARTISANCAP is a DBA powered by NWF Advisory Group LLC. Investment advisory services offered through NWF Advisory Services, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.