Claudio Rodriguez

About Claudio Rodriguez

As a First Command Financial Advisor, I am committed to helping clients consistently make smart, informed financial decisions that are essential to pursuing long-term financial security. I chose this profession because I believe it allows me to make a real difference in the lives of the people I work with.Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long-term relationships with clients, serving as their personal financial coach by:1. Helping them set specific and meaningful goals that are aligned with their values2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to execute their plan successfully4. Making strategic adjustments in their plan as their circumstances and goals evolve over timeI don’t believe in shortcuts to financial security. I advocate time-tested financial principles, including prudent and responsible debt management, disciplined saving and investing, and a thoughtful insurance strategy for managing financial risk. As an Investment Advisor Representative (IAR), I am held to a fiduciary standard and required to act in the client’s best interests in all cases.About First CommandFirst Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial security.”Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages. Please view them here:

Experience

1. Financial Advisor

   First Command Financial Services, Inc.

   Apr 2024 — Present

   Coaching those who serve in their pursuit of financial security.

Education

• American Military University

  Graduate Certificate, Non-Profit/Public/Organizational Management

• American Military University

  Master of Arts - MA, Management

  2017 — 2019

• University of South Florida

  Master of Education (M.Ed.) Foreign Language Education, M ed

• American Military University

  Graduate Certificate, Human Capital Leadership

  2018 — 2018