Meet Our Team

Jesse Rodriguez Picture Jesse Rodriquez 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.

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Catherine Anderson Picture 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 Ann Anderson Picture 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, and 2020*


Our History

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.

2003

Cathy joins Jesse’s team at Smith Barney.

2006

Jesse moved his team and practice to Merrill Lynch, where he served as a Senior Vice President - Investments and Senior Portfolio Manager.

2010

Lizzy enters the industry as a new hire by Merrill Lynch.

2011

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.

2019

Lizzy joins Rodriquez Wealth Management.

January 2020

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.

*The Forbes Best-In-State Wealth Advisors ranking algorithm is based on 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 ranking. Investment performance is not a criterion.

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

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.

Independence

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.