Who We Are

At Phases Financial Group, we are more than financial professionals—we are a close-knit team built on trust, integrity, and lasting relationships. With decades of collective experience, we are united by a shared commitment to collaboration and personalized service tailored to your unique goals.

Well-Regarded Partnership

Juan Rojas and Michael Lipkins have built a trusted partnership recognized for thoughtful, client-focused guidance. With decades of experience they help clients move forward with clarity and confidence. Supporting them, Ianna Huang and Victor Navalta play a key role in fostering strong relationships and delivering a seamless, attentive experience.

Our collaborative team includes a Private Wealth Advisor, a designation awarded by Raymond James to select advisors who have demonstrated their ability to anticipate and manage the complex concerns of families, individuals and organizations of significant wealth. 

To us, you’re more than a portfolio—you’re part of a partnership rooted in trust, understanding, and a shared commitment to your financial future.

Our Alignment with Raymond James

We’ve aligned with Raymond James because their values mirror our own. Like us, they put people first, offering the planning tools, research, and back-office support of a major firm within a culture of independence and transparency. This alignment allows us to focus more of our energy on supporting your goals and guiding your financial journey through every season of life.