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
About Julian Rodriguez
As a fully licensed Financial Advisor with Equitable Advisors, I leverage my deep-rooted…
Experience
Financial Consultant
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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