Rocio De Rodriguez

LUTCF, FSS - Investment Advisor

Phone: 925-300-3846
Fax: 925-242-3846
E-mail:

 My Profession is a privilege and a gift.

 MY PHILOSOPHY AND MY MISSION...  

As a financial professional, I will be your coach as you                      pursue your goals and  objectives.  I will be your guide as we develop a customized plan to help provide strategies for your unique financial goals.  I will help educate you, explaining financial concepts and products to help empower you with the knowledge to make appropriate financial decisions.

My core competencies are in insurance, risk analysis, and managing assets in the context of the liabilities they support.  These strategies can protect against the unknown, and can help make the uncertain predictable for my clients.

Additionally, I work with a team of professionals who focus on a variety of disciplines.  As a client, you will be able to utilize the talents of the various members as your situation may require.  My commitment to you is exemplified by this level of teamwork, which helps ensure your financial needs are met.

I will do my best to exceed expectations and achieve distinction.

 

  • A graduate of Cal State University, Hayward
  • Has been providing exceptional service since 1994
  • A member of the Million Dollar Round Table, NAIFA (The National Associate of Insurance and Financial Advisors) and The Tri-Valley Estate Planning Council
  • Resides in Pleasanton with her husband, Hector, of 17 years and two children, Nicolas & Camille