Broker Check

About Us

Our Firm

Our Firm

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

More About Our Firm
Who We Serve

Who We Serve

Our clients are Department of Defense, Federal, Business Professionals and small business owners planning for retirement or already in retirement. 

More About Who We Serve
Our Services

Our Services

We Provide Our Individual Clients “Comprehensive Financial Planning And Portfolio Management Services”.  We Also Provide Benefit Services To Our Business Clients.

More About Our Services

Jose "Rafi" Rodriguez, Colonel (Ret), USAF

President, RICP®, FRC℠

937-427-4292

937-427-1242

rafi@AskRafi.com

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 specializes in...

Read more

Mark Richmond, US Navy Veteran

Financial Advisor

937-608-8166

937-427-1242

mark@AskRafi.com

Mark retired from NCR after a 28 year career in customer service, with a focus on operations management. He is a summa cum laude graduate of Capital University with a degree in Accounting. He is also a 9 year veteran of the US Navy...

Read more

Jason Hallmark, MBA, CFP®, CLU®, CLTC®, RICP®

Financial Advisor

937-427-4280

937 427-1242

jason@AskRafi.com

Born and raised in Western New York, I moved to Ohio in the late 1990s. I am a graduate of the Rochester Institute of Technology and have a Master’s Degree from Wright State University. My wife, Lori, and I live in Xenia, OH, and...

Read more

Sara Noble

Executive Assistant

(937) 427-4291

937 427-1242

sara@AskRafi.com

Sara Noble is an experienced restaurant manager and care management health specialist in a managed care organization. She obtained her B.S. in Business Administration  Summa Cum Laude from Southern New Hampshire University....

Read more

Juliana Mosher

Life Insurance Specialist

(937) 471-1562

juliana@AskRafi.com

Juliana Mosher, originally from Brazil, made the life-changing decision to move to the United States a decade ago in pursuit of English fluency and career advancement. Little did she know, this leap of faith would lead her to find love...
Read more

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Our Services
Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

Learn more

Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Designed for You
A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.

Learn more

Tell Us How We Can Help You Today

Thank you!
Oops!