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.
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.
What strategies will help you maximize your Social Security benefits?
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.1 Additionally, Social Security typically replaces about […]
What steps should you take to help you navigate your financial life through divorce?
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. Below are some important topics and ideas to consider that may give you a better perspective […]
In this together: What constitutes good retirement planning practices for couples?
Your financial life encompasses more than your assets. It should include your goals for the future and how you want to live right now. When it comes to retirement, the decisions you make today can have an impact on what retirement will be like in the future. And, since retirement oftentimes involves a spouse or […]
What are the financial perils of dementia?
Besides the changes to their physical and emotional health, people with dementia lose their capacity to perform the financial tasks of daily living. In fact, this may be the first noticeable sign of the disease. Sadly, as the disease progresses, most people lose all ability to manage their finances on their own. Some of the […]
What’s the smartest form of charitable giving in an uncertain economy?
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. Even during the 2008 recession, almost half of all donors made gifts at the same level […]
