David Rodriguez

David Rodriguez is a Certified Financial Planner practitioner. He has worked as a Financial Advisor for over 15 years for some of the area’s largest brokerage firms. He plays a vital role in diligently managing his clients’ financial futures and expectations. Specifically, David helps provide his clients comprehensive financial solutions for every stage of life. Those include: (i) creating and growing wealth (ii) protecting and preserving wealth, and (iii) planning for the distribution of wealth, during life and at death, in the most tax advantageous way.

David’s professional background includes a Bachelor of Business Administration with a Major in Accounting from Southwest Texas State University. As a financial advisor, he has earned and maintains the following licenses: series 7, 8, 24, 52, 63, 65 and the General Lines Agent license. In 2008 David was named “Businessman of the Year” by his peers and the Greater Austin Hispanic Chamber of Commerce.

He takes an active part in the lives of his family and his community, volunteering at his daughter’s school and as a coach for his son’s teams. He is an active member of his church, where he has served as a hospitality minister for the last 7 years. David also serves as a Board Member for the Greater Austin Hispanic Chamber of Commerce and Easter Seals Central Texas.

David has been married to his wife Linda for 15 years. They have two children for whom they are very proud of for their own series of accomplishments. It is important to David and Linda that their current endeavors and involvement will set an impactful example to his children as well as his friends and colleagues.