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English
$
USD
Rodrigo J
@rodrigo_jm
United States
Spanish
About me
I have spent 20 years helping people with their money — as a licensed financial advisor at Merrill Lynch, Wells Fargo, Morgan Stanley, and UBS. I hold my Series 7, 65, and 63.
Now I offer simple, affordable financial coaching to help you take control of your money. No products. No commissions. Just honest help.
Budgeting. Debt. Saving. Investing basics. In English or Spanish.
Book a call. Let's talk about your money.
Skills
Rodrigo J
Offline •
Average response time: 2 hours
See my services
Financial Coaching
I will be your financial coach and help you manage your personal finances
Work experience
Financial Advisor
Bank of America
Dec 2019 - Nov 2023 • 3 yrs 11 mos
• Advised clients on investment strategy, financial planning, and wealth preservation • Built customized financial plans incorporating retirement, tax considerations, and estate planning concepts • Managed multi-asset portfolios and conducted regular reviews to align with client goals and market conditions • Delivered clear financial insights to support informed decision-making
