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Jesse M. Rodriquez

Jesse M. Rodriquez

Jesse M. Rodriquez is a senior vice president–wealth management, a certified financial planner (CFP®) and a chartered retirement planning counselor (CRPC®). He has served families with retirement, estate planning and asset management solutions since 1995. Mr. Rodriquez holds the certified private wealth advisor (CPWA®) designation from the University of Chicago Booth School of Business and a BS in finance from CSU–Long Beach. He is an avid boater and scuba diver and also enjoys running, having completed the New York, Los Angeles and San Diego marathons. Mr. Rodriquez resides in Newport Beach with his wife and two young children.

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