Roderick Uriarte

About Roderick Uriarte

At Principal, our Mission in Retirement and Income Solutions is to help more people save enough, protect enough, and have enough in retirement, working with financial professionals, plan sponsors, and Third-Party Administrators (TPAs).Together, our organization and representatives are responsible for managing numerous local client relationships. Our organization can help you with your needs including 401(k), 403(b), ERISA 403(b), 457(b), 457(f), 457 Governmental, Non-Qualified, Defined Benefit, ESOP and Equity Compensation.Insurance products issued by Principal National Life Insurance Co.(except in NY) and Principal Life Insurance Co. Plan administrative services provided through Principal Life. Securities offered through Principal Securities, Inc, member SIPC and/or independent broker/dealers. Referenced companies are members of Principal Financial Group®, Des Moines, IA 50392.Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.Roderick Uriarte is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.CRPC® is an education designation only, obtained by the holder by completing the requisite coursework. This designation does not mean the holder is acting in a fiduciary capacity. Disclaimer: The skills list below does not imply licensure, training, or the ability to solicit products or skills list below does not imply licensure, training, or the ability to solicit products or services.

Experience

1. Relationship Manager

   Principal Financial Group

   Aug 2025 — Present · FL, US

   As a retirement plan service professional for Principal®, I work closely with plan sponsors and financial professionals in the Southeast Region to help provide strategic solutions to our clients, including, investment due diligence, retirement plan design consulting, plan compliance and participant education.

Education

• College for Financial Planning

  Chartered Retirement Planning Counselor℠

Skills

• Series 63
• Insurance
• Investments
• Series 65
• Annuity
• 401k
• Financial Planning
• Retirement
• Health Insurance
• Wealth Management
• Financial Services
• Relationship Management
• Pensions
• Retirement Planning
• Life Insurance
• Asset Allocation
• Mutual Funds
• Defined Benefit
• Portfolio Management
• Series 7