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Please note that by clicking on the link, you'll be redirected to an external website. It's important to understand that the content posted on that site is beyond the control of NWF Advisory.

Rodger Hobbs, CFP®, EA.

Rodger Hobbs, CFP®, EA.

Financial Advisor

Fax:
(408) 706-5595
Assistants:
Specialities:

Retirement Planning

Investment Management

Pre-Retirees & Retirees

Tax Strategy

Estate Planning

Small Business Owners

Medicare Guidance

High Net Worth Clients

Executive Compensation & Stock Options

Languages

Artisan Capital Partners

About Rodger Hobbs, CFP®, EA.

Rodger Hobbs, a financial advisor at Von Baron Wealth Management, and a San Jose State University alumnus with a Bachelor of Science degree in Finance. With nearly 20 years of experience, Rodger has guided his clients toward financial independence by providing advice and financial solutions to help them reach their goals. He holds a CFP® designation and assists his clients with investment management, tax planning, estate planning, financial planning, and 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.

Rodger is also the Principal of Baron Tax Services and holds the Enrolled Agent (EA) designation. An Enrolled Agent is a federally licensed tax practitioner knowledgeable in every aspect of taxation under the IRS tax code.

In his spare time, Rodger enjoys spending time with his family and friends, backpacking, hiking, and walking with his dogs. He also finds joy in art, oil painting, gardening, and visiting museums.