Cathy joins Jesse’s team at Smith Barney.
Jesse Rodriquez has been recognized as one of Forbes Best-In-State Wealth Advisors in 2018, 2019, and 2020*
Rodriquez Wealth Management was founded by Jesse Rodriquez to offer Multi-Family Office services to clients with a total net worth of $2MM to $100MM. Jesse's tenure as a financial advisor and portfolio manager began at Smith Barney in 1995 as a 21-year-old intern, then rising to become one of the youngest Vice Presidents in the firm's history.
Jesse moved his team and practice to Merrill Lynch, where he served as a Senior Vice President - Investments and Senior Portfolio Manager.
Lizzy enters the industry as a new hire by Merrill Lynch.
After becoming the top producing advisor in the Manhattan Beach Merrill Lynch office, Jesse and his team were recruited to join one of the most significant offices of UBS Financial Services, the Newport Beach branch. There, he again became the top producing advisor.
2018, 2019, and 2020
Jesse was named as a Forbes Best in State Wealth Advisor* and was awarded the highest designation given only to the top UBS advisors: Managing Director - Wealth Management.
Lizzy joins Rodriquez Wealth Management.
After much due diligence and with the primary goal to serve clients better, Jesse and his team partnered with Wells Fargo Advisors Financial Network. This independent association allows Jesse and his team to focus even more on the unbiased planning and investment needs of his multi-generational long-term client base, including their second-generation (2G) and third generations (3G).
Rodriquez Wealth Management continues to grow and thrive through new introductions from satisfied clients and through professional intermediaries, typically accountants and attorneys.
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:
Our clients view us as their "service sanctuary." We pride ourselves on implementing a proactive approach to strive to anticipate your questions before they are even asked and respond to your inquiries as soon as possible.
Our open platform and relationship orientation helps enable us to focus on our clients' financial and investment planning 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, our clients believe we can help achieve their financial goals.