I joined SoCal Wealth Management because their core mission, vision, and values align with mine. Embracing the core values of integrity, respect, and honesty, I seek to help with any financial or investment-related needs you may have.
Favorite Part of the Job
Building meaningful and long-term relationships with Credit Union Members, helping them pursue their goals and striving to build a strong financial future.
Experience and Education
Over two decades of investment advisory experience.
California State University, Long Beach, Bachelor of Science Degree in Finance
When I’m Not Working
Born and raised in Los Angeles, I enjoy spending time outdoors with my friends and family. Active in my community, I have volunteered for Heal the Bay, Los Angeles Archdiocese Planned Giving, and Make-A-Wish Foundation.
Give me a call at (562) 365-1899 or email: rrodriguez@CUSoCal.org