Rick Rodriguez

WORK HISTORY

EDUCATION

ABOUT RICK RODRIGUEZ

Whether you\'re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we\'re dedicated to providing you top-notch client service. But we\'re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone\'s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. I first realized I wanted to be a financial advisor after taking an economics class in 12th grade. During the class, I felt a passion for learning that I had not felt in any other class. Continuing to learn about economics and financial management through college, helped solidify my passion for financial management and learn how it can be used as a tool to help people reach their financial goals. I earned my B.S. in Financial Management and MBA from Salve Regina University in Newport RI. I started my career in manufacturing finance working for the US Navy in Newport. I moved to West Hartford, CT when I started working for Pratt and Whitney in 2016. After a 5+ years working in manufacturing finance I decided to follow my dream and made the transition to be a financial Advisor. I started my career at Edward Jones in early 2019, serving the West Hartford Community where I guide neighbors, business owners, and new friends through the challenges of retirement planning and investing I live in West Hartford CT with my wife Hilary, newborn daughter Arlie, German Shepherd Ollie, and two cats Tigger and Roo. My wife is a pharmacist at one of the West Hartford CVS stores. We spend our time enjoying all the town has to offer. Weekends include walks at the reservoir, Hiking the trails around Talcott Mt, or DIY renovating our historic Tudor home. As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It\'s also important to understand the level of risk you\'re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.