Claudia Rodriguez, MBA, AAMS®, CPFA®, CRPS®
Lead Advisor on Wealth Consulting, 401(k) Plans, and Insurance
Niche: Serving those in a growth stage; welcoming new clients with $250,000 to invest; and leading our wealth consulting program, 401(k) plan business, and insurance services.
Claudia knows all about hard work, family values, and basic common sense as she grew up on her family’s fruit farm in Suttons Bay. She earned her MBA all while being a single mom and working full time. Claudia has 25 years of finance experience. Her past work experience in commercial and residential lending, along with serving as a controller for 15 years at a money management firm, has given her vast knowledge, in addition to the five years as a financial advisor at Edward Jones. She is proud to serve various clients with wide-ranging goals and will work tirelessly for them. Claudia loves spending time with her husband and kids when she can, as both of her kids graduated from college in December 2021.
Fun Fact: Claudia loves to decorate for the holidays and seasons, she has a soft spot for pitbulls, and her family thinks she is a bit over the top with her need to be organized and tidy.