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rodrigo_jm

Rodrigo J

@rodrigo_jm
Vereinigte Staaten
Spanisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
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.... Mehr lesen

Kompetenzen

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rodrigo_jm
Rodrigo J
offline • 
Durchschnittliche Antwortzeit: 2 Stunden

Meine Dienstleistungen

Finanzielles Coaching
I will be your financial coach and help you manage your personal finances
Ab40 $ / ProjektWeitere Details

Arbeitserfahrung

Bank_of America

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