Pamela Rodriguez

September 22, 2021


Pamela took the CFP® exam in 2016. In 2018, she started her own Registered Investment Advisory firm were she currently serves about 60 families, individuals and businesses. The ability to help clients in a meaningful way makes her life extremely fulfilling.

As the treasurer of the Financial Planning Association of Northern California, she gets to have a pulse on the financial planning industry, hot topics and areas of concern for the profession in order to help bring innovation to the space.

Pam has been a Social Security AARP speaker since 2019 and loves being able to help pre-retirees understand the in’s and outs of their Social Security benefits and rules. Through her participation with the Association of Financial Educators, she is able to help hundreds of employees understand difficult topics and feel confident about their personal finances and retirement.


Pamela has a Financial Planning degree from Liberty University. She knew very early on that this was the profession she wanted to be in and never looked back. While she was a student at Liberty University, she was tapped on the shoulder to take a full time Junior Advisor position at a boutique RIA firm in Palm Desert, CA. She immediately passed her series 7 and 66 exams and shortly thereafter took her Certified Financial Planner exam. She is currently a student at the University of Chicago Booth Business School’s Certified Investment Management Analyst program.

Quote from Pamela Rodriguez

“Most people live—whether physically, intellectually, or morally—in a very restricted circle of their potential being. We all have reservoirs of life to draw upon of which we do not dream.”—William James