As a licensed Agent of the New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Contact me to help you fully analyze your needs and recommend appropriate solutions.Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals beforemaking any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.4204 Riverwalk Parkway Suite 200, Riverside, CA 92505Direct: 562-230-4845CA Insurance License # 4328738
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Wealth AdvisorLpl FinancialRiverside, Ca, Us
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Insurance AgentNew York Life Insurance Company Oct 2023 - PresentRiverside, California, United StatesAgent licensed in multi states helping to protecting lives, incomes and assets through New York Life Insurance Company. I tailor financial solutions to help my clients achieve financial independence, leave a legacy, create generational wealth, retire on their own terms, develop sound financial strategies, provide financial security and peace of mind -
Broker & RealtorRodriguez And Associates Realty Dec 2014 - Nov 2023Riverside, CaCA Department of Real Estate Licensed Broker 1. Helping Buyers and Sellers in Residential and Commercial2. Investment Properties - Distressed Sales and Acquisitions, Auctions, County Sales, Income3. Property Management and Residential Default Resolution http://www.rodriguez-realty.com/
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Business OwnerRrr Group Inc Jul 2007 - Nov 2023California, United StatesRE Broker and Financial Consultant assisting RE investors and Business Owners with RE, tax, expansions and exit strategies
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Finance ConsultantRrr Group Inc Feb 2008 - Sep 2009Clients:Sony Pictures Television in Culver CityWestinghouse Digital Electronics in Santa Fe SpringsTechnicolor in Ontario, CAForecasting, Budgeting, Analysis, Monthly and Year End Closing, Year End Audits, Year End Financials, SOX
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Real Estate Broker AssociateCrest Sotheby'S International Realty Oct 2022 - Oct 2023 -
Finance ConsultantTechnicolor Jan 2009 - Aug 2009FP&A, Month End, Year End, Audits, SOX -
Finance ConsultantWestinghouse Digital Electronics Apr 2008 - Jan 2009Year End Audit, Publish Year End Financial Statements, SOX
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Director Of FinanceSony Pictures Entertainment May 2006 - Apr 2008Financial Planning and Analysis for Sony Pictures Television. Last 6 months as a Consultant -
Director ControllerGeneral Electric Jun 2001 - May 2006GE NBC Universal TV Studio FP&A 11/04-04/06 (FP&A Director)GE Unison Industries 06/03-11/04 ControllerGE Aircraft Engines 06/01-06/03 Financial Management Program (FMP) -
Financial Planning And AnalysisNbcu Nov 2004 - Apr 2006Financial Planning and Analysis for NBC Universal TV Studio - Division of The General Electric Company -
ControllerUnison Industries Jun 2003 - Nov 2004Controller -
Financial Management Program (Fmp)Ge Transportation Jun 2001 - Jun 20032 year program comprised of 4 corporate rotations throughout business, along with classes and corporate training.
Juan Rodriguez Education Details
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Usc Marshall School Of BusinessFinance
Frequently Asked Questions about Juan Rodriguez
What company does Juan Rodriguez work for?
Juan Rodriguez works for Lpl Financial
What is Juan Rodriguez's role at the current company?
Juan Rodriguez's current role is Wealth Advisor.
What schools did Juan Rodriguez attend?
Juan Rodriguez attended Usc Marshall School Of Business.
Who are Juan Rodriguez's colleagues?
Juan Rodriguez's colleagues are Jane Ray, Serene Worth Zegarelli, Ulrike Arens, Michael Pino, Linda S. Macias, Flmi, Acs, Bryan Gesualdo, Myhanh Tran.
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