Rajer Choobak


Rajer Choobak
Wealth Manager
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
Artisan Capital Partners
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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