Rod Lopez Email & Phone Number

In my role as a Financial Advisor for Prudential Financial my focus is to provide honest service and financial strategies that will help my clients achieve their personal financial goals. My mission is to be a trusted financial resource for my community by providing a variety of financial products combined with superb service. I believe that financial education is an essential part of life planning, and I’m happy to share my knowledge with you. My areas of expertise include: • Creating, developing, and maintaining relationships with new and existing clients • Completing the fact-finding process to allow for thorough understanding of my clients’ financial goals and needs • Developing customized ideas and solutions for each one of my clients • Helping clients meet their protection needs through a variety of insurance products • Reviewing my client’s needs on a regular basis, and suggesting strategy adjustments as necessary. Prior to starting my career with Prudential, I attended The University of Alabama and I received a degree in international finance. After graduation, I worked in the bank industry as an Assistant Vice President and Commercial Portfolio Manager. When I’m not helping my clients achieve their financial goals, my hobbies include spending time with my family and friends, spending time on Lake Martin, fishing, playing tennis and traveling. I feel that my unique combination of educational, professional, and personal experience has helped me become the successful Financial Advisor, that I am today. Contact me today to learn how we can work together to create a custom strategy that will help you reach your personal financial goals.

Listed skills include Strategic Financial Planning, Asset Protection, Retirement Planning, Creative Problem Solving, and 7 others.