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Your Best Interest in Mind

Client Centered

Rodríguez Financial Strategies is an independent financial services firm focused on serving our clients’ best interests above all else - we are not tied to any specific product or investment.

Our Fiduciary Approach:

- We always put our clients' best interests first

- We provide comprehensive financial planning services to assist our clients in making smart financial decisions, for the reasons that are important to them

- The advice and recommendations we provide are what we believe to be in our clients' best interests and appropriate for their personal situation

- Our focus is to select cost-efficient products to help our clients pursue their goals, and we conduct our own independent due-diligence when building and selecting investment portfolios

- We will always be transparent in the compensation we receive for advising, managing and/or selecting investments for our clients' accounts

- We will always disclose any conflict of interest

"We are here to serve you"  

Jose "Rafi" Rodriguez, President, Rodriguez Financial Strategies, LLC
Mark Richmond, Financial Advisor