Edward Rodriguez

Background

About Edward Rodriguez

Ed manages our Sedona and Scottsdale offices. He has 30 years of experience in the financial services industry. Ed has been active in helping families and small business owners in the Phoenix and Southern California areas as well as Sedona and other states. He is also fluent in Spanish, which has enabled him to help many in our growing Hispanic Community. Ed creates financial strategies through a comprehensive approach. His goal is to help his clients create and help grow their assets, lessen the overall risk of their financial interests, and plan the distribution of their assets in the most tax-efficient manner possible during their lifetime. He also helps many families in saving for their children and grandchildren’s college education. Additionally, Ed helps clients plan to distribute their assets at death in the most tax efficient manner, preserving the client’s control and ideas throughout future generations. Ed holds Life, Disability and Health Insurance Licenses. Separately, Ed holds Series 6, 7, 63 and 65 securities registrations through Securities America, Inc. Ed likes to treat his clients as if they are family and has many long client relationships that he likes to keep, even when clients are out of state. Ed’s parents and grandparents immigrated from Argentina, Spain and Italy. He was born in Brooklyn, New York, later moving to Orange County, California and finally building his homes in Power Ranch, Eastmark, and now Vistancia, AZ. Ed enjoys swimming, photography, bike riding and vacationing with his family and is a member of The Grove Christian Church. He lives with his beautiful wife Karina, and has five daughters. Please see my website for full disclosure: Third-party comments may not be representative of all client experiences