Jesse M. Rodriquez is a senior vice president–wealth management, a certified financial planner (CFP®) and a chartered retirement planning counselor (CRPC®). He has served families with retirement, estate planning and asset management solutions since 1995. Mr. Rodriquez holds the certified private wealth advisor (CPWA®) designation from the University of Chicago Booth School of Business and a BS in finance from CSU–Long Beach. He is an avid boater and scuba diver and also enjoys running, having completed the New York, Los Angeles and San Diego marathons. Mr. Rodriquez resides in Newport Beach with his wife and two young children.
At a Glance
Financial Services Experience
Minimum Net Worth Requirement
$5 million in assets (planning services); $3 million in assets (investment services)
Asset-based fees and commissions (investment and insurance products)
Professional Services Provided
Planning, investment advisory and money management services