Partner Content

/ Rodriquez Wealth Management at UBS Financial Services Inc.

About the Firm

Meet our advisors

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.

Latest Stories

Disclaimer: Worth magazine is a financial publisher and does not recommend or endorse investment, legal, insurance or tax advisors. The listing of any firm in the 2023 Worth® Leading AdvisorsTM Program does not constitute a recommendation or endorsement by Worth magazine of any such firm and is not based upon Worth magazine’s experience with, or prior dealings with, any advisor. The information presented for each advisor, including but not limited to any related profile, statistical data, presentation, report, commentary, recommendation or strategy, has been provided by such advisor without review or independent verification by Worth magazine. Any such information is the sole responsibility of the advisor. Worth magazine makes no representation or warranty as to the accuracy or completeness of such information, assumes no liability for any inaccuracies or omissions therein and disclaims responsibility for the suitability of any particular investment recommendation or strategy for any person. Nothing contained in Worth magazine constitutes or should be construed as any form of investment, legal, insurance or tax advice or as a recommendation to buy, sell, hold or trade any securities, financial instruments or assets. Readers are advised to consult their legal, financial, insurance and tax advisors prior to making any investment or pursuing any investment strategy. Past, model or hypothetical performance is not indicative of future results.

back to top