Pamela Rodriguez, CFP®, ChFC®
A CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of industry experience, I specialize in helping families and business owners pursue their definition of success through thoughtful, personalized, proactive financial planning. Whether you are starting a new family, buying a home, running a business or preparing for retirement, I can help you manage each aspect of your financial journey from start to finish.
Utilizing the CFP financial planning practice standards as well as values-based financial planning, I have dedicated my practice to creating financial plans tailored to each client’s goals and dreams. Breaking down the necessary action items to work toward those goals, I hold annual and quarterly meetings to help clients stay accountable and track their progress.
As a proud military spouse of a Retired Army Medic, I understand the challenges that military families face and have extensive knowledge about the lifestyle and their military benefits. My passion for serving military members, their families and the medical community comes from a desire to pay it forward and assist others the same way my family and I were assisted on our journey to financial freedom.