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Jose "Rafi" Rodriguez

Jose "Rafi" Rodriguez

 

President, Retirement Income Certified Professional ®

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 FINRA Series 6 & 7, NASAA Series 63 & 65 securities licenses in FL, GA, LA, MD, NJ, NM, OH, PR, TX.  He also holds Life, Health and VA Insurance licenses in FL, LA, NJ, 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