Dory A Rodriguez

Background

About Dory A Rodriguez

My goal is to make your financial planning process less daunting, more individualized, and aimed for exactly where you want your life to go. Being a CERTIFIED FINANCIAL PLANNER™ is a professional designation that qualifies me to offer a comprehensive, holistic and personalized approach. I manage investments, customize insurance strategies, and individualize your financial plans. Some of my clients are busy young professionals with children, while others see retirement nearer on the horizon. All share a common desire: to get organized, get clarity on their financial goals, and learn how to make them a reality. I lead you through an integrated planning process that identifies both your current financial position and your full potential. Before becoming a financial planner, I earned my B.A. in Russian at Colorado College so I could travel and live in Moscow while working in advertising. Today, life with my husband and three young children includes hockey games, dining and dancing, and dashing from activity to activity. I would enjoy learning more about your goals and dreams. For more information about my firm and our services, please call. Designations: CFP®, Registrations held through LPL Financial: Series 7, 66, Life & Health, LTC. The financial professionals associated with LPL Financial may discuss 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. Securities Offered Through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to the website section above. Investment advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Planning Partners and HighPoint Advisor Group are separate entities from LPL Financial. Please be aware that third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.