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

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

President, RICP®, FRC℠

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 retirement income plans and comprehensive financial planning for retirees, Department of Defense professionals, and business owners.

He holds the Retirement Income Certified Professional® designation and is a Federal Retirement Consultantpractitioner. He holds FINRA Series 6 & 7, NASAA Series 63 & 65 securities licenses in FL, GA, NJ, OH.  He also holds Life, Health and VA Insurance licenses in FL, OH, and TX.

He serves on several boards and is very active in the community.

"Rafi" is a representative of Securities America Inc, Member FINRA/SIPC and Securities America Advisors.

ADV Part 2B-Advisor Brochure Supplement

Short Video--Rafi's Interview Oct 2019