Von Baron Wealth Management, founded in 2010 and based in San Jose, California, is an independent financial advisory firm led by CERTIFIED FINANCIAL PLANNER™ Rodger Hobbs. The firm offers personalized financial planning, investment management, and insurance services, utilizing an open architecture platform to provide unbiased advice without proprietary product recommendations.

Their services include organizing financial situations, strategic planning sessions, ongoing access to advisors, annual meetings, and tools like personal financial websites with account aggregation. Securities, insurance, and advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC, while additional insurance services are provided directly by Von Baron Wealth Management.

The firm operates in California, Texas, Oregon, Colorado, Nevada, and Michigan, adhering to fiduciary standards to act in clients’ best interests.