Daniel C. Rodriguez

Since beginning my career in the financial services industry in 2006, I have found a passion for helping my clients accomplish their goals. There is no better feeling than guiding my clients through the ups and downs of markets, life, and ultimately helping them retire with dignity and pride.
Whether it be working with trustees and participants of employer-sponsored retirement plans, or individuals and families helping to design their legacy goals, I love developing a strong and meaningful connection with my clients.

I bring a lot to the table in terms of perspective and understanding of financial and investment planning, having worked with insurance-based platforms, independent broker/dealers and RIA’s, and the world’s leading investment bank. I leverage this knowledge and experience in all my interactions with clients, to their benefit. My unique experience and skillset allow me to deliver exceptional outcomes for my clients, with the support of the best professional service team in the industry.

When not working, you can find me boating and fishing, or playing some golf, but most of all spending as much time as possible with my wife, Paloma, and my two daughters, Emma and Olivia.