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Owned by John

Cash Flow Academy

78 members • Free

Get paid first, keep more profit, and stop redlining your business—without becoming an accountant. Learn cash flow, fix profit leaks & slash taxes!

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1 contribution to RIA Operators
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*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!
4 likes • Sep '25
Hello everyone! I'm John Rojas, I live in Palm Beach Gardens, FL. I am a hybrid advisor starting to look at transitioning to just RIA and dropping my 7. I built my practice doing seminars, and practice acquisitions. I ended up doing 7 book buys. For the longest time I ran a lifestyle practice, but I've since lost my mind and have been in growth mode! I am married with 3 kiddos, 21 year old son works with me, and a 3 year old son, and a firey 5 year old daughter. My biggest challenge is the launch of my Youtube channel and transition into a different client niche.. I have a solid base of reoccuring revenue, with healthy margins, so I feel like I have time to figure this out, but want it figured out like yesterday.
0 likes • Sep '25
@Jae Hirzel feel the same way!
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John Rojas
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1point to level up
@john-rojas-7446
Financial Planner - helping you retire sooner rather than later! Surfing, travel, Ironman Living in Palm Beach Gardens, FL

Active 11h ago
Joined Sep 11, 2025
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