With more than 19 years of experience in financial planning and investment management, Pablo Rodriguez has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Pablo understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Pablo will be with you every step of the way, doing their best to offer sound advice and customized financial strategies designed specifically for you.

Pablo endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Pablo designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Pablo puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.

Pablo began his career in financial services in 2005 and previously spent 19 years with Edward Jones. Today, Pablo’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.

Pablo resides in Edwardsburg, MI. He is a member of Bethel University’s Board of Trustees, Diocese of Fort Wayne South Bend Catholic School Board, President of Northern Indiana Futbol Club.

Raymond James is not affiliated with the above organizations.

Raymond James and its advisors do not offer legal or tax advice. You should discuss any legal or tax matters with the appropriate professional.