Jesse Rodriquez, CFP
Rodriquez Wealth Management
Certified Financial Planner in Newport Beach, CA
Address:620 Newport Center Dr Ste 680
Newport Beach, CA 92660
About Jesse Rodriquez
Jesse Rodriquez is a financial professional at Rodriquez Wealth Management located in Newport Beach, California. Jesse Rodriquez holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jesse Rodriquez provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jesse Rodriquez620 Newport Center Dr Ste 680
Newport Beach, CA 92660
Phone Number:
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Website:
http://www.rodriquezwm.com
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