Meet Our Team

Jesse Rodriguez Jesse Rodriquez President Senior PIM Portfolio Manager

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 joined Jesse and his team from UBS Private Wealth Management where he was a partner/advisor on one of the firm's most significant teams. In his current role, DangCo brings his knowledge and planning experience to Rodriquez Wealth Management's high and ultra-high net worth 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 Registered Client Services Associate

Lizzy Anderson is Rodriquez Wealth Management’s Registered Client Services Associate, overseeing client investment planning preparations and day-to-day operations.

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

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC,
which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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 logo.