Ryan Greiser, CFP®
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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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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.
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