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Dory RodriguezCFP®, Wealth Advisor
Dory A Rodriguez, CFP® – 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™ professional is a certification that qualifies me to offer a more comprehensive, more holistic and more personalized approach. I manage investments, customize insurance strategies, and individualize your financial plans, including 401(k)s, pensions, mortgages, college plans, student loan planning, real estate, estate and tax planning assumptions. Some of my clients are busy young professionals with children, while others see retirement nearer on the horizon. But 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 financial potential. Some clients like to map out a specific route and timeline, while others prefer a more flexible plan. I became a financial advisor because I enjoy guiding that journey, no matter which road you take. Financial planning is more than simply buying a product or service. Financial planning is about understanding where you are today, where you want to be, and understanding the options available to get there.
With the backing of my entire firm, I have the tools and expertise to help pursue your needs, whether you have significant assets to manage—or are just starting to accumulate them. Together, we can have intelligent, proactive conversations about your financial situation as a whole, at any point in time. Before becoming an LPL Financial Registered Representative, I spent 12 years as a financial advisor with GCG. And before that, I earned my B.A. in Russian at Colorado College so I could travel and live in Moscow while working in advertising. Life is an adventure unfolding! Today, life with my husband and three young children includes a lot of 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.
- Securities registrations held with both HighPoint Advisor Group and LPL Financial: Series 66
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Highpoint Planning Partners
Highpoint Advisor Group
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial.
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