Jose Rafael Rodriguez
President, Rodriguez Financial Strategies, Llc @Rodriguez Financial Strategies, Llc
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WORK HISTORY
President, Rodriguez Financial Strategies, Llc @Rodriguez Financial Strategies, Llc
Beavercreek, OH, US
We are an independent financial services firm focused on our clients’ best interest above all else-not tied to any specific product or investment. We serve Department of Defense Professionals, young professionals with families, and business owners. We specialize in Retirement Lifestyle Solutions by providing professional guidance and simplifying complex financial concepts so you can make informed decisions, creating a “roadmap” to guide you through the twists and turns that life sometimes throws your way, and creating a custom retirement income plan using the NextPhase™ time-segmented approach.Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
EDUCATION
U.S. Air Force Institute of Technology
B.S., Aeronautical Engineering
Universidad de Puerto Rico
B.S., Chemistry
Academia Santa Monica
H.S., General
University of West Florida
MS, Systems Analysis
SKILLS
ABOUT JOSE RAFAEL RODRIGUEZ
Are you WORRIED you won’t have enough money to retire comfortably? Are you wanting…
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