Senior Registered Client Services Associate
Lizzy Anderson is a Senior Registered Account Administrator at Rodriquez Wealth Management, assisting with client investment planning preparations and day-to-day operations.
Lizzy’s career began at Merrill Lynch and she has worked exclusively in the financial services industry since 2010. She has been registered since 2017 and holds the Chartered Retirement Planning Counselor SM 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 in her free time you can find her volunteering for various charities or spending time in the outdoors with her Golden Retriever, Lanikai.