Broker Check

Your Best Interest in Mind

Rodríguez Financial Strategies, Limited Liability Company is an independent financial services firm focused on their clients’ best interest above all else - not tied to any specific product or investment.

Our Fiduciary Approach:

- We always put our clients' best interests first

- Our focus is to select cost-efficient products to help our clients pursue their goals

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

- 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