Julian Rodriguez

Generational Wealth Planner | Community Builder | Servant Leader| Investment Strategy • Retirement Readiness • Insurance • Tax Aware Planning

Role
Financial Consultant at Equitable Advisors
Location
Woodbridge, NJ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Julian Rodriguez

As a fully licensed Financial Advisor with Equitable Advisors, I leverage my deep-rooted…

Experience

  1. Financial Consultant

    Equitable Advisors

    Jun 2024 — Present · Woodbridge, NJ, US

    I focus on delivering personalized financial planning and investment management solutions to help clients achieve their long-term financial goals. My expertise spans wealth management, including investment allocation, retirement planning, and estate planning strategies, as well as risk management strategies through comprehensive life and health insurance coverage.

Education

  • Seton Hall University

    Bachelor of Applied Science - BASc

    2019 — 2023

  • Seton Hall University

    Master of Business Administration - MBA

    2023 — 2024

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Julian Rodriguez — Financial Consultant at Equitable Advisors in Woodbridge, NJ, US | Unifers