The RBJ Financial Group
Here are the unique individuals that passionately lead, serve and support
our private community of clients whom we consider as part of our family.
Roger has had a diverse international background as an entrepreneur and business development consultant for small to mid-sized businesses. Since 1996 he has had a passion for the financial markets which he intertwined with his general business focus throughout his career.
Over time, Roger began to use his unique insight, skills and multifaceted experience as a private investor/trader to fulfill a vision in creating his 3D Apex Predictive Failure Technology® and Probability Analysis Layer™ which he turned into a stable and reliable Investment/Trading Methodology in 2011.
This recently led to the birth of the Market Vulnerability Index™ to be more easily utilized by family offices and professionals within the financial industry.
Along the way, he realized how rewarding it was to share and leverage his specialized knowledge with others whose lives would be positively transformed by it. This also provided him the ability to build a business that could ultimately sustain itself without his constant involvement, and therefore enable him to pursue his diverse personal interests.
To engage Roger or to gain more insight about him and the unique value he delivers, visit RogerLive.com or you may request to schedule an initial complimentary appointment with him at MeetRK.com
Bo is a professional career trader, author, and consultant to the financial industry on matters of market analysis, trading and risk management.
He has an MBA from The Boston University School of Management.
Bo has been a featured speaker internationally at industry expos and has developed a reputation for the ability to trade live in front of an audience as a real-time example of what it is like to trade for a living, using a real money account.
During his focus on trading in real-time, he simultaneously talks the audience through his thinking, analysis, and a moment by moment walk-through of what is evolving and the actions he's taking until his trade has resolved.
In addition to his two books for McGraw-Hill, Mastering Futures Trading, and Optimize Your Trading Edge (translated into German and Japanese), Bo has written articles published in top publications such as TheStreet.com, Technical Analysis of Stocks & Commodities, Trader’s, Active Trader Magazine and Forbes to name a few.
An active trader since 1997, Bo worked with Roger to learn his Methodology in 2011. He now uses it as his base for analyzing, filtering and managing his trades and investments.
Bo is an active writer and mentor and acts as Head Trader and asset manager for our proprietary trading operations..
Jared earned his Bachelor of Science in Microbiology at UC Davis while studying for a minor in Economics.
He then received his PhD in Cellular and Molecular Pathology at UCLA, where he studied the molecular pathways of Alzheimer’s disease.
Dr. Jared Goldstine then completed a Postdoctoral position in the Department of Radiology at UCLA, researching atherosclerosis and distal emboli in porcine models.
During his time in academia, Jared continued his family tradition and became an avid stock trader.
However, he understood that there was more to trading than the traditional style of long-term stock buying handed down by his family.
Therefore, for over a decade, Jared researched and learned different trading styles that helped him maximize his profits and minimize his losses.
He then started working with Roger and quickly became a trading master of The 3D Apex Predictive Failure Technology™ and Investment Methodology.
Jared brings a focus on the scientific process to testing & strategy development while overlaying Roger’s proprietary analysis and filtration model of the 3D Apex Predictive Failure Technology™ that compliments both Roger and Bo.
Jared is now a master trader and also oversees the accounting side of our firm.