We Are Rovin

We Are Rovin Capital

With over 150 years of combined experience in the financial industry, our team is here to partner in your peace of mind.

We Are Rovin Capital

With over 150 years of combined experience in the financial industry, our team is here to partner in your peace of mind.

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Rovin Through The Years

Rovin Capital was founded in 1978 in Newport Beach, CA with a vision to build a world-class concierge financial firm. For the past 44 years, Rovin Capital has cultivated its growth with the core philosophy that success ensues those who seek to help others realize their dreams.

This philosophy is magnified in our work as we strive to provide service beyond the expectations of our clients, employees, and strategic partners – caring for them as we would our own families.

A Team You Can Trust

Looking to secure your assets, and assess the risk of your assets and investments? Rovin Capital is the chosen wealth advisors group of countless clients, for reliable and comprehensive financial advice in the Salt Lake City and Phoenix areas.

 

At Rovin Capital, we exist to help you secure and grow your assets. Our world-class team of certified financial educators is here to help you navigate your risk-based capital, identify at-risk assets, and create actionable next steps to secure them. Capital risk management is one of our specialities, and you can be sure you’re getting the most personal and informed asset risk management on the market. We are a group of skilled professional wealth advisors and financial planning specialists, but we offer the customized, individual care of a small business.

 

 

Our Core Values

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Personal Touch

Adaptability

Outperform

Communication

We are personal partners and believe in the power of meeting face to face with clients whenever possible.

We continue to innovate and adapt in all aspects of our services. Just as we keep you educated on the economic and market environments that affect your objectives, we too must keep learning.

Delivering on our commitments to you, every single time is not enough. We provide above and beyond service, doing what others won’t, always going the extra mile.

We listen, listen, and listen some more. Your wishes, interests, and goals are always heard and understood.

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PERSONAL TOUCH

We are personal partners and believe in the power of meeting face to face with clients whenever possible.
An icon of a gear turning.

ADAPTABILITY

We continue to innovate and adapt in all aspects of our services. Just as we keep you educated on the economic and market environments that affect your objectives, we too must keep learning.
An icon of an increasing line and bar graph.

OUTPERFORM

Delivering on our commitments to you, every single time is not enough. We provide above and beyond service, doing what others won’t, always going the extra mile.
Communication value icon.

COMMUNICATION

We listen, listen, and listen some more. Your wishes, interests, and goals are always heard and understood.

Rovin Through The Years

Our network of financial experts has undergone several changes over the years, but the quality of our work- and our commitment to serving you- has only grown.

A timeline representative of Rovin Capital through the years.

Meet Our Team

Wealth Advisors

COO, Partner & Wealth Advisor

401(k) Program Director

Senior Advisor

Lead Advisor

Associate Advisor

Client Services

Executive Administrator 

Client Service Associate

Portfolio Management

Chief Investment Officer

President Portfolio Management

Director, Rovin Ventures

CFO, Senior Portfolio Manager

Vice President, Rovin Ventures

Vice President, Rovin Ventures