portrait of Lisa K Rodriguez

About Lisa

Finance has always been a part of my life. With the support and guidance of my parents, I had a drive to be self-sufficient. From a young child working a paper route through full time work in college, I loved the freedom and security of having a solid financial strategy.

My husband and I are the first in our families to graduate from college. My son rolled our loose change from a very young age, knowing that we would be depositing that into his college fund. I am happy to say that he graduated from college in December 2019! We...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Charitable Giving
  • College Savings

Work History

  • Edward JonesJuly 2008 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of California-RiversideBachelor of Arts
  • Univ of California-RiversideBachelor of Arts

Team Members

  • Cari Smith
    Associate Financial Advisor
  • Jarely Landaverde-Reynoso
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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