Jesse Rodriquez,
CFP®, CPWA®, CRPC®, CDFA

President

Senior PIM Portfolio Manager

As a former Managing Director – Wealth Management at UBS, and with more than 20 years of financial services experience, Jesse has spent his entire career working with clients in all aspects of their financial lives. Jesse is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and a Certified Divorce Financial Analyst (CDFA). He earned the CPWA® designation from the University of Chicago Booth School of Business and a BS in Finance from CSU Long Beach. In his spare time, Jesse is a voracious reader and enjoys running, having completed the New York, Los Angeles, and San Diego marathons. Jesse resides in Newport Beach with his wife and two children.

CA Insurance License Number: 0C87490. Resident State CA.

The use of the CDFA designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.


Jesse Rodriguez