Our Team

Meet Our Team

Jesse Rodriguez Jesse Rodriquez Founder & President

Jesse Rodriquez is the Founder and President of Rodriquez Wealth Management. Jesse has served as a financial adviser to wealthy families for nearly three decades beginning his career in the investment advisory industry as an intern at the age of nineteen. He has been working with many of the same client families, their second, and even third generations ever since.

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DangCo Vu DangCo Vu Vice President

DangCo Vu is the Vice President of Rodriquez Wealth Management. He has been a trusted advisor to high-net-worth business owners, corporate executives, and professional individuals for nearly a decade. His approach to collaborating with our clients’ other advisors (CPAs, attorneys, and business managers) ensures a seamlessly integrated experience for our clients.


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Catherine Anderson Catherine Anderson Senior Registered Account Administrator

Cathy Anderson is Rodriquez Wealth Management's Senior Registered Account Administrator, leading the daily operations of the team and striving to ensure service excellence for clients.

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Elizabeth Anderson Elizabeth Anderson Senior Registered Account Administrator

Lizzy Anderson is Rodriquez Wealth Management’s Senior Registered Account Administrator, overseeing client investment planning preparations and day-to-day operations.

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Elizabeth Anderson Whitney Villani Branch Administrative Associate

Whitney Villani is the Branch Administrative Associate at Rodriquez Wealth Management. She is often the first voice clients hear when calling in and provides additional administrative support to the rest of the group.

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Dominic Calabrese Dominic Calabrese Portfolio Administrator

Dominic Calabrese is the team’s Portfolio Administrator and analyst. He is currently a Level 1 CFA® candidate.

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Jesse Rodriquez has been recognized as one of Forbes Best-In-State Wealth Advisors in 2018, 2019, 2020, 2021, 2022, 2023, and 2024*

Advisor Awards

Team Awards

2024 Forbes Best-In-State Wealth Management Teams: Awarded Jan 2024; Data based on 3/31/22 - 3/31/23

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data based on 6/30/22 - 6/30/23

2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data based on 6/30/21 - 6/30/22

2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data based on 6/30/20 - 6/30/21

2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data based on 6/30/19 - 6/30/20

2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data based on 6/30/18 - 6/30/19

2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data based on 6/30/17 - 6/30/18

2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data based 6/30/16 - 6/30/17

(Source: Forbes.com; Data compiled by SHOOK Research LLC) The Forbes Best-In-State Wealth Management Teams and Best-In-State Wealth Advisors rating algorithms are based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials.

Our effectiveness runs deep and is founded on 35 years of client-first traditions to help you achieve your financial dreams.
Keys to that tradition includes:

Service First

We want our clients to view us as their "service sanctuary. " We pride ourselves on implementing a strategic approach so we can anticipate your questions before they are even asked and respond to your inquiries as soon as possible.

Independence

Our open platform and relationship orientation helps enable us to focus on our clients' investment planning and financial needs first and foremost, without any bias from proprietary relationships.

Big Picture Perspective with Compulsive Attention to Details

Our objectivity is based on independence and our core values. Rodriquez Wealth Management has no proprietary arrangements to sway our focus from our client's best interests. Despite market volatility and economic uncertainty, we aim to make sure our clients believe we can help achieve their financial goals.