Jesse M. Rodriquez is a senior vice president–wealth management, a certified financial planner (CFP®) and a chartered retirement planning counselor (CRPC®) at Rodriquez Wealth Management at UBS Financial Services Inc. 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.
While few high net worth clients intend to rely on Social Security benefits as a meaningful source of retirement income, lifetime benefits may be larger than they might expect: nearly $600,000, on average, for a couple who turned 65 in 2010, and significantly more for high earners with longevity.
by Jesse M. Rodriquez
Divorce of separation is not only emotionally challenging for you and your family, but it impacts many key areas of your financial life, including your ability to maintain your lifestyle and your ability to reach your long-term financial goals.
by Jesse M. Rodriquez
What’s the smartest form of charitable giving in an uncertain economy?
© John Labbe / Getty
In the current economic environment, smart giving requires the same carefully constructed strategic thinking that you apply to the rest of your finances.
by Jesse M. Rodriquez
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