Elvis Rodriguez

I became a FINRA registered representative in 1998 and an SEC investment adviser representative in 2012.

I am also licensed by the state as a real estate and insurance agent and hold the Chartered Financial Consultant® (ChFC®) professional designation. This credential allows me to identify and set specific financial goals, then develop, execute, and oversee comprehensive plans for business owners, professionals, and high-net-worth families to reach those objectives. I offer expert guidance on a wide range of financial topics, including wealth building, financial planning, life insurance, investments, and retirement strategies. Currently, I am pursuing CFP® certification.