Ariel Rodriguez an experienced Wealth accumulation & transfer specialist has an accumulated 20+ years experience in the financial services industry. First starting out the real estate industry then transitioning into the mortgage industry. Ariel later added medicare planning which introduced him to safe money investments, financial and estate planning. 

 

Ariel loves helping people manage their wealth and reach their financial goals with the help of other experienced professionals like estate planning attorneys, tax professionals and other advisors. 

 

Ariel is fully committed to:

 

X   Listening to his clients

X   Helping clients understand their options

X   Helping clients achieve their financial goals through careful, thoughtful and prudent planning

X   Providing highly personalized service

X   Creating and preserving wealth

 

Ariel enjoys going to the gym, dancing, going for long walks and eating cuisine from all over the world and is fluent in Spanish.