Our Qualifications

 











José “Rafi” Rodríguez is a retired ColonelUnited States Air Force. 

After culminating his successful military career in March 2004, he then pursued a career as a Financial Advisor and now presides over “Rodríguez Financial Strategies, Limited Liability Company”. 

He focuses on comprehensive financial planning for professionals, small businesses and affluent clients.  

He holds FINRA series 6, 63, 65, & 7 licenses. He is securities licensed in Ohio, Florida, New Jersey, and Texas and insurance licensed in Ohio, Florida, and New Jersey. 

He is the Past-Chairman, Ohio Hispanic Chambers of Commerce and Past-President, Dayton Hispanic Chamber.  He is an active Board Member with the Miami Valley Council Boy Scouts of America.

 

To schedule a consultation or to request a group seminar, please contact us at 937.427.4292 or 937.304.7393