Sam Rodriguez, Cfp®

Sam Rodriguez, Cfp® Email and Phone Number

Guiding High Achieving Professionals to Retirement Sooner | Founding Partner & Wealth Advisor of Foundation Wealth Partners @ Foundation Wealth Partners
southlake, texas, united states
Sam Rodriguez, Cfp®'s Location
Dallas-Fort Worth Metroplex, United States
Sam Rodriguez, Cfp®'s Contact Details

Sam Rodriguez, Cfp® work email

Sam Rodriguez, Cfp® personal email

n/a
About Sam Rodriguez, Cfp®

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Sam Rodriguez, Cfp®'s Current Company Details
Foundation Wealth Partners

Foundation Wealth Partners

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Guiding High Achieving Professionals to Retirement Sooner | Founding Partner & Wealth Advisor of Foundation Wealth Partners
southlake, texas, united states
Website:
foundationwealthpartners.com
Employees:
6
Sam Rodriguez, Cfp® Work Experience Details
  • Foundation Wealth Partners
    Founding Partner
    Foundation Wealth Partners Sep 2017 - Present
    Dallas/Fort Worth Area
    Sam is the co-founder of Foundation Wealth Partners, a fully independent wealth management firm. We provide financial advice while making suitable choices for our clients tailored to their individual situations and desires. Whether your growing your business or not-for-profit, moving full steam ahead to safeguard your families future, developing a detailed retirement income strategy, or crafting a family legacy, our clients have come to expect innovative strategies executed at a high level. With offices based in the Dallas and Fort Worth area, Foundation Wealth Partners serves individuals and entrepreneurs throughout the Dallas-Fort Worth metroplex. Contact us today for a complimentary consultation.
    View
  • Mission Financial Advisory Services
    Founder/Wealth Advisor
    Mission Financial Advisory Services Sep 2016 - Sep 2017
    Sam Rodriguez established Mission Financial Advisory Services in 2016 and after a year of rapid client growth and advisor interest, Sam joined with Brian Krukiel to form Foundation Wealth Partners.
  • Jpmorgan Chase & Co.
    Private Client Advisor
    Jpmorgan Chase & Co. May 2009 - Sep 2016
    Allen, Tx
    View
  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. Aug 2004 - May 2009
    Plano, Tx

Sam Rodriguez, Cfp® Education Details

Frequently Asked Questions about Sam Rodriguez, Cfp®

What company does Sam Rodriguez, Cfp® work for?

Sam Rodriguez, Cfp® works for Foundation Wealth Partners

What is Sam Rodriguez, Cfp®'s role at the current company?

Sam Rodriguez, Cfp®'s current role is Guiding High Achieving Professionals to Retirement Sooner | Founding Partner & Wealth Advisor of Foundation Wealth Partners.

What is Sam Rodriguez, Cfp®'s email address?

Sam Rodriguez, Cfp®'s email address is sr****@****ers.com

What schools did Sam Rodriguez, Cfp® attend?

Sam Rodriguez, Cfp® attended Howard Payne University.

Who are Sam Rodriguez, Cfp®'s colleagues?

Sam Rodriguez, Cfp®'s colleagues are Brian Krukiel, Brandon Fresard.

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