Jesse  Rodriquez,  CFP<sup>&reg;</sup> - Financial Advisor

Jesse Rodriquez, CFP®

/CPWA/CRPC/CDFA

President

Rodriquez Wealth Management

620 Newport Center Dr, Ste 680
Newport Beach, CA 92660-8056
FINANCIAL ADVISOR'S WEBSITE
(949) 688-1570 CONNECT WITH Jesse
  • linkedin link

General

Jesse Rodriquez is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rodriquez Wealth Management in Newport Beach, CA and the surrounding communities.

Financial Advisor Overview

Rodriquez Wealth Management was founded by Jesse Rodriquez as a multi family office, offering comprehensive investment management and planning solutions to clients with $2MM to $100MM in investable assets. Clients served typically are: 1. Selling/have sold an asset (business or piece of property) 2. Planning for retitrement 3. Receiving an inheritance 4. Going through a divorce and will receive a settlement 5. Not satisfied with their existing advisor

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Financial Advisor Experience

Forbes Best-In-State Wealth Advisor 2018, 2019, 2020 1995-2006: First Vice President-Investments at Smith Barney 2006-2011: SVP-Wealth Management at Merrill Lynch 2011-2020: Managing Director-Wealth Management at UBS 2020-Present: President Rodriquez Wealth Management -CFP® -CPWA® -CRPC® -CDFA™

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CPWA, CRPC, CDFA

Insurance Licenses

  • Life insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

Wells Fargo Advisors Financial Network, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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Helpful Financial Planning Resources