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Rozell Wealth Management

Step into your financial future with confidence

As a Bakersfield Financial Advisor, Rozell Wealth Management provides comprehensive financial planning for all aspects and stages of life, with particular emphasis on assisting you when going through a major transition such as retirement, divorce, death of a spouse or selling a business in Bakersfield, CA.

Our goal is to always exceed your expectations, giving you superior and personable customer service predicated upon independent, objective, multi-dimensional investment and financial advice.

Complete Financial Planning

No matter what stage of life you’re going through, we provide a comprehensive financial planning experience accounting for and organizing all areas of your financial situation to help you maximize wealth, minimize your expenses and move toward a sense of financial freedom.

Transitional Wealth Specialists

Whether you’re entering retirement, dealing with a divorce or the death of a spouse, or you’re selling a business, we will work with you to understand your options, diffuse your stress and help you make proactive financial choices.

Fiduciary Investment Advice

As an independent and objective advisor, we have access to a broad universe of financial products and solutions, perform detailed analysis and research for each scenario, and base planning on your unique investments goals and objectives.

Meet the Team

Rylan Rozell

MBA, CFP® , CDFA®, CFF®

Wealth Manager

Liliana Falconer

Operations Manager

2008 21st Street, Suite 100
Bakersfield, CA 93301
(661) 347-1211
[email protected]

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Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance offered through Rozell Insurance Solutions and is not affiliated with SPF.

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Rylan Rozell MBA, CFP® , CDFA®, CFF®

Wealth Manager

Rylan Rozell is the founder of Rozell Wealth Management. He has a passion to help others holistically achieve their financial goals for every area and stage of life by maximizing their wealth, minimizing expenses and moving them toward financial freedom. He founded the company in December 2009 to provide impartial, product-agnostic, customized financial advice based upon a comprehensive planning approach that integrates all aspects of investment, insurance, tax, income and estate concerns into a coordinated plan. He places an emphasis on serving individuals going through a major transitional life event such as retirement, divorce, the death of a spouse or the selling of a business.

Rylan has his MBA, and the designations of CERTIFIED FINANCIAL PLANNERTM (CFP®) and is a Certified Divorce Financial Analyst® (CDFA®). He is qualified to provide financial planning for all types of life situations and particularly for those going through a divorce where legal, tax, property, other assets, and income must be considered in arriving at an equitable arrangement.

He is also duly licensed in real estate and has owned and operated both real estate brokerage and property management firms. This gives him a unique understanding as an advisor because property assets are often a large part of a person’s financial portfolio.

Rylan is married with three daughters. He is an accomplished bass guitarist and has opened for several well-known Country and Christian recording artists. He also plays soccer and frequently competes in triathlons including IronMan events.

Liliana Falconer

Operations Manager

Liliana Falconer has spent over a decade in the financial services industry, from supporting the back-end operations of a local Broker Dealer and RIA to managing the trade desk and opening new accounts, Lilian’s extensive and diverse experience in the industry has equipped her to be incredibly knowledgeable and a dynamic asset to our team.

As the Operations Manager, she is responsible for opening and maintaining client accounts, compliance management, maintaining all client profiles, and assists with corporate planning and financial projections.

While ensuring a high level of accuracy and exceptional customer service, Lilian is determined to deliver on our service promise to the clients we serve with every interaction.

Liliana is married with one daughter. She enjoys spending summers camping and winters snowboarding with family and friends.