Rod Hendry,
CERTIFIED FINANCIAL PLANNER® Financial AdvisorRod Hendry has been serving the financial needs of retirees, professionals, business owners and their families for more than thirty-three years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.
As your financial advisor, Rod takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Rod works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.
Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Rod works diligently to help you develop both your personal financial plan and a detailed investment strategy. Rod’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.
Originally from Lake Gregory, California, Rod graduated from California State University San Bernardino with a Bachelor of Arts in English Literature and a Master of Arts in English Composition. He earned the designation of CERTIFIED FINANCIAL PLANNER® professional from the College for Financial Planning. Prior to joining Raymond James in 2022, Rod worked for Morgan Stanley / Smith Barney for thirty-three years. Away from the office, Rod enjoys playing golf, reading, volunteering at the CSUSB Palm Desert Campus, traveling with his wife, and their annual Alaska fishing trip with his father-in-law.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
