Dan Rodriguez
About Dan Rodriguez
As a business owner or high achieving professional; you and/or your business is your greatest investment. Coming from an engineering/entrepreneurial background, I saw the finance industry through a different lens. I didn't like that most firms I came across had one goal at the forefront of every meeting; to capture as many assets and generate the most amount of commissions as humanly possible while still being ethical. Our team takes a unique approach by taking our busy, high achieving clients off of the treadmill of life quarterly to connect their long term vision with their short term action items. Keeping in mind that you/your business is your home run investment, we build out customized strategies and financial plans for each of our clients that gives them a road map and peace of mind. While simultaneously allowing them to focus on what they're best at; running the company.