Jarret Rodriguez
I began my career at Morgan Stanley, later joining Bank of America Investment Services (now Merrill Lynch) in 2005, and later Wells Fargo Advisors in 2009, where I had the privilege of serving clients for over a decade. Today, I continue that mission as a comprehensive Financial Advisor, holding both the Chartered Financial Consultant® (ChFC®) and Certified Investment Management Analyst® (CIMA®) designations—credentials that reflect my dedication to professional excellence and lifelong learning.
My work focuses on helping clients build financial plans that fit their lives. That includes:
Personalized financial strategy development Insurance and risk management Tax-efficient investment planning Income tax and retirement strategies Estate planning coordination But more than anything, I see my role as a guide—helping people make sense of their finances, find solutions, and move forward with clarity and confidence.
BrokerCheck
Outside of work, I've been happily married to my wife, Florinda, for 20 years. Together, we're the proud parents of three incredible kids: Vincent, Alexander, and Isabella.
When I'm not working with clients, you'll probably find me on the mats training Brazilian Jiu-Jitsu—a lifelong passion that's taken me around the world, from local tournaments to Brazil itself. In 2024, I was honored to win Gold at the Brazilian National Championship, a moment that reminded me how discipline and consistency always pay off.
At home, life stays lively thanks to Hulk and Cha-Cha, our two Cane Corsos. They're loyal, protective, and full of personality—keeping things grounded and joyful no matter what the day brings.
Whether serving my country, training on the mats, or helping families plan for their future, my mission has always been the same: to lead with discipline, serve with heart, and make a meaningful difference in people's lives.
As an independent boutique wealth management firm, we offer a personalized experience for those looking to develop a trusted relationship. Our clients will never feel as if they are small fish in a big pond.
Our Team
As a Client Relationship Manager & CERTIFIED FINANCIAL PLANNER® professional, I specialize in fostering strong relationships and ensuring operational excellence within a high-performing wealth management practice. My priority is delivering a seamless experience by focusing on efficiency, transparency, and client-centered service. With a background in finance and the entertainment industry, as well as a family history in government and military service, I bring a unique perspective to managing relationships with individuals from diverse professional backgrounds, including government employees, pre-retirees, and professionals in sports, entertainment, and hospitality. In addition to managing client relationships, I oversee the practice operations to ensure processes run smoothly, allowing the team to focus on delivering exceptional service. My experience as a private banker and brokerage associate has honed my expertise in coordinating complex financial strategies for high-net-worth individuals and thriving businesses. I am committed to cultivating trust and ensuring every interaction contributes to the long-term success of the practice and the individuals we serve
1989
2-4 Employees
0F12433
LPL Financial
CA, AZ, CO, FL, MN, NV, OR, VA, WA
21
Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, and LPL Financial
Individual Investors, Businesses, Non-Profit Organizations
Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Risk Management, Financial Advice & Consulting, Investment Advice & Management
Variable Life, Long Term Care, Life, Annuity, Disability
Bonds, Stocks, Exchange Traded Funds (ETFs), Insurance, Annuities
Yes
Phone, Our Office, Video Conference
Fee-Based
Hourly, Based on Assets, Flat Fee
.95
The advisory fee is inclusive of trading, financial planning, and tax planning. The annual advisory rate is based on total assets held with Homestead. Our rates start at 1.25% and go down to .45%.
105
105
105
$100,000,0000
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