Rodriquez Wealth Management
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Rodriquez Wealth Management
Jesse Rodriquez is the Founder and President of Rodriquez Wealth Management. Jesse has served as a financial advisor to wealthy families for nearly three decades, beginning his career in the investment advisory industry as an intern at the age of nineteen. He has been working with many of the same client families, their second and even third generations ever since.
Jesse began his career at Smith Barney in the Private Client Group. After eleven years at Smith Barney, Jesse along with his assistant Cathy Anderson joined Merrill Lynch, where he was instrumental in growing the Manhattan Beach office and became its largest individual producer. In 2011, Jesse and his entire team joined the flagship UBS office in Newport Beach as Managing Director - Wealth Management. By 2019, he again became the largest individual producer. In January of 2020, Jesse followed his lifelong passion by founding and becoming the sole owner of Rodriquez Wealth Management, a true independent and fiduciary firm based in Newport Beach.
Jesse believes that by not accepting private equity or having other institutional ownership, his practice can stay truly independent and unbiased in how they advise clients. He focuses on providing multi-generational clients with a “family office” experience, serving as their trusted advisor and providing thoughtful advice regarding any financial issue that may arise. While the practice has undergone substantial asset growth (all organic), his handpicked team stands ready, willing and able to accept new client relationships.
Jesse has been named one of Forbes “Best-In-State Wealth Advisors” from 2018-2024, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, a Chartered Retirement Planning Counselor (CRPC®), and a Certified Divorce Financial Analyst (CDFA™). He earned the CPWA® designation from the University of Chicago Booth School of Business, a BS in Finance from CSU Long Beach and is a member of TIGER 21. In his free time, Jesse is a voracious reader of history and non-fiction and enjoys ocean fishing and diving, snow skiing and running, having completed the New York, Los Angeles and San Diego marathons. Jesse resides in Newport Beach with his wife and two children.
Jesse began his career at Smith Barney in the Private Client Group. After eleven years at Smith Barney, Jesse along with his assistant Cathy Anderson joined Merrill Lynch, where he was instrumental in growing the Manhattan Beach office and became its largest individual producer. In 2011, Jesse and his entire team joined the flagship UBS office in Newport Beach as Managing Director - Wealth Management. By 2019, he again became the largest individual producer. In January of 2020, Jesse followed his lifelong passion by founding and becoming the sole owner of Rodriquez Wealth Management, a true independent and fiduciary firm based in Newport Beach.
Jesse believes that by not accepting private equity or having other institutional ownership, his practice can stay truly independent and unbiased in how they advise clients. He focuses on providing multi-generational clients with a “family office” experience, serving as their trusted advisor and providing thoughtful advice regarding any financial issue that may arise. While the practice has undergone substantial asset growth (all organic), his handpicked team stands ready, willing and able to accept new client relationships.
Jesse has been named one of Forbes “Best-In-State Wealth Advisors” from 2018-2024, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, a Chartered Retirement Planning Counselor (CRPC®), and a Certified Divorce Financial Analyst (CDFA™). He earned the CPWA® designation from the University of Chicago Booth School of Business, a BS in Finance from CSU Long Beach and is a member of TIGER 21. In his free time, Jesse is a voracious reader of history and non-fiction and enjoys ocean fishing and diving, snow skiing and running, having completed the New York, Los Angeles and San Diego marathons. Jesse resides in Newport Beach with his wife and two children.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$3,000,000
Services Offered
Client Specialties
Service Pricing
Percentage of Assets (AUM)
0% to 1%
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Works with clients around the world
Requirements:
$3,000,000 Minimum Investment
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Portfolio Rebalancing
Portfolio Management
Asset Allocation
Risk Management
Alternative Investments
401(k) & IRA Management
Pension Planning
Social Security Planning
Estate Planning
Trust Services
Charitable Giving
Philanthropic Planning
Family Wealth Transfer
Financial Planning
Cash Flow Planning
Debt Management
Education Planning
Insurance Planning
Life Transition Planning
Tax Strategy
Business Succession Planning
Exit Planning
Executive Compensation
Stock Option Planning
Specialities
0.00%-1.00%of AUM fee
Works with clients across the US
Requirements:
No Minimum
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
Specialities
$2,500-$10,000One-Time Planning Fee
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Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
