Leo Rojas


Valencia, California 91355
About Me
Leo is a relationship-driven financial professional known for helping established businesses grow with clarity and confidence. Leo has partnered with high-revenue clients to secure commercial real estate, optimize global cash flow, and implement treasury solutions that scale with precision.
While he supports businesses across a range of industries, he has a particular knack for guiding medical professionals through the financial intricacies of practice growth and property acquisition. His success lies in blending strategic lending knowledge with a deep commitment to delivering solutions that feel personal and impactful.
Leo pairs analytical skill with a human touch. Clients trust him not just for his expertise, but for his ability to make complex processes feel seamless and solutions feel personal. At every step, Leo leads with purpose, clarity, and a genuine commitment to helping others succeed.
Industry Experience
- Accounting and Law Firms
- Healthcare & Physician Practices
- Manufacturing
Business solutions so powerful, you’ll make every move matter





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