Registered Client Services Associate
Lizzy Anderson is Rodriquez Wealth Management’s Registered Client Services Associate, assisting with client investment planning preparations and day-to-day operations. Lizzy’s career began at Merrill Lynch and has worked exclusively in the financial services industry since 2010. She has been registered since 2017 and holds the Chartered Retirement Planning Counselor designation. Lizzy specializes in striving to anticipate client needs, providing solutions and working to deliver proactive, concierge-level services tailored to our clients' lives. She has a background in operations and recruiting which has given her an ideal foundation for her role today. Lizzy currently resides in Huntington Beach and on her spare time you can find her enjoying the outdoors, volunteering for various charities, and testing out new recipes in her air fryer.