Ramón Rodríguez
CERTIFIED FINANCIAL PLANNER® Professional | CA & HI Market Focus | Wealth Management | Financial Security
- Role
- Field Director at Northwestern Mutual
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Ramón Rodríguez
I’m Ramon Rodriguez, CFP® — a practical, planning‑first wealth advisor helping driven professionals and families move from “should do” to “done.”My team partners with early‑ to mid‑career people in tech, manufacturing, healthcare, and education, plus bilingual households and first‑generation wealth builders who want financial advice that respects culture, career complexity, and real life.We cut through noise and deliver straightforward, implementable plans for:stock‑comp and benefits optimizationtax‑efficient saving and retirement designcash‑flow, insurance, and downside protectioncareer transitions, family growth, and relocation planningHow we work: we listen first, prioritize what matters, then map clear steps you can act on. No jargon — only measurable progress, regular check‑ins, and a focus on outcomes (more confidence, less wasted effort).Bilingual (English/Spanish). Practical, fiduciary‑minded guidance. If you want a second opinion or a plan that actually gets executed, let’s talk. r••••••••@nm.com 21••••••57 ramonrodriguez.nm.com
Experience
Field Director
Jan 2024 — Present · Los Angeles, CA, US
Education
Florida International University
Bachelor of Science | Bachelor of Arts , Business Administration | Communications
2004 — 2009
International Professional School of Bodywork
Holistic Health Practitioner , Alternative and Complementary Medicine and Medical Systems
2010 — 2012
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