About Us

RJ Wealth Advisors, Inc

Since its founding RJ Wealth Advisors, Inc has been committed to helping individuals, families, and businesses to help preserve and build their financial assets. We develop personalized strategies that include investments, taxes, insurance and annuities so our clients can plan for retirement, educational expenses, and even gifts to future generations

What makes our firm different isn’t what we do, however, but the way we do it. Our focus is on getting to know our clients and ensuring they receive tailored and professional advice for their individual situations.

We have made a conscious choice to keep things simple. When you work with the RJ Wealth Advisors, you’re never just another account number – you are part of our family. We want the best for you.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Meet Our Team

Anthony “Tony” Roble

Tony has worked in the financial industry since 2006 helping a variety of clients, from individuals to businesses, in achieving their financial goals. He received a bachelor’s degree in business and economics from UC Riverside and is also a Certified Financial Planner CFP®, having passed rigorous exams and met strict requirements to earn this designation.

Tony believes that everyone deserves access to quality financial advice. Whether you’re looking to save for retirement, fund a large purchase, or start a business, he can help create a plan that works for you.

Tony resides in Riverside and when not working with clients, he enjoys spending time with his wife and 3 children, practicing his golf swing, and planning trips to explore destinations near and far.

Diana Esperon

As an Administrative Assistant at RJ Wealth Advisors, Diana serves as the office manager, not limited to administrative duties, but also includes implementing and overseeing the needs of the very people that make up the business, the clients. She is well known to most as she is often the first point of contact at the firm having worked side by side with Tony for 15 years.

Away from the office, Diana enjoys traveling, cooking and spending time with her family.

She is also a California Notary Public.

lpl-financial
D7C0112 LPL San Diego Front Sign 1
D7C0112 LPL San Diego Front Sign 1

Formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger, LPL was designed as an alternative to traditional Wall Street firms. The founders' revolutionary vision was centered around helping financial professionals build competitive businesses while they served their clients' best interests-treating them like people, not accounts. That remains true of LPL today.

At a time when few paid attention to the concept of financial planning, Private Ledger founder Bob Ritzman sought to offer a large group of mutual funds and securities to advisors-without pushing a particular product. And when Todd Robinson purchased Linsco in 1985, he was anticipating the growing desire for advisors to run their own independent practices-which proved true during the aftermath of the stock market crash in October 1987.

It was in the midst of this rapidly changing industry environment that LPL was formed. The entrepreneurial vision of Linsco and Private Ledger fused to form a guiding principle­s upporting the best interests of its advisors and their clients.

More than 30 years later, LPL has become a Fortune 500 company and launched a new brand, yet this guiding principle remains-it's simply expanded far beyond the investment services offered. Alongside the constant pace of change in the financial services industry and the world around us, LPL has evolved its technology, operations, risk management, and business consulting-while continuing to innovate its investment management services and platforms.