Opie Rodriguez
Financial Advisor Helping Individuals & Families Make Confident Money Decisions. Empowering You to Enjoy Life Now, Build Wealth for Tomorrow and Securing Your Financial Future
- Role
- Financial Advisor at Ithaka Strategic Partners
- Location
- Tarrytown, NY, US
- LinkedIn followers
- 500 followers
About Opie Rodriguez
Opie is an experienced financial consultant that specializes in financial planning and investment management. He is uniquely adept at focusing on the draw-down phase of people\'s financial lifetime, ensuring you can comfortably fund your lifestyle when you no longer receive a paycheck. His background in insurance allows him to confidently review existing policies and articulate how they will impact your future. As an independent financial advisor, his client\'s needs come first.
Experience
Financial Advisor
Jun 2022 — Present · NY, US
Education
Purchase College, SUNY
Bachelor of Science
1991 — 1995
Skills
- Digital Media
- Online Advertising
- Retirement Planning
- Management
- Sales Operations
- Sales Management
- Mobile Advertising
- Digital Strategy
- Life Insurance Strategies
- Financial Services
- Digital Marketing
- Personal Finance
- Product Management
- Lifetime Income Strategies
- Mobile Marketing
- Marketing
- Strategic Partnerships
- Account Management
- Negotiation
- Team Leadership
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