Rodney Balbuena
Managing Director @Creative Planning
Los Angeles, CA, US
EMAILS
r••••••••@sageviewadvisory.com
MOBILE NUMBERS
+13•••••••41
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WORK HISTORY
Dec 2025 — Present
Managing Director @Creative Planning
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CA, US
SKILLS
Salesforce.comInvestment StrategiesAsset ManagementCustomer ServiceSeries 65PensionsRetirement Plan ConsultingSeries 6Insurance403 BRelationship ManagementPortfolio ManagementFinancial ServicesSalesDefined BenefitFinancial AdvisoryProfit SharingQualified Retirement PlansRetirement PlanningInvestmentsDefined ContributionInvestment AdvisoryErisaAccount ManagementAsset AllocationMutual FundsRetirementStrategic Financial PlanningSeries 63Equities401kFinance
ABOUT RODNEY BALBUENA
SageView Advisory MacArthur Blvd. Suite 1050Newport Beach, CA 92660, 32••••••41 Registered Representative with securities and advisory services offered through Cetera Advisor Networks,LLC, Member FINRA/SIPC. Advisory Services offered through SageView Advisory Group LLC. Cetera is under separate ownership from any other named entity.
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