PAMELA RODRIGUEZ, CFP®
Certified Financial Planner & Wealth Strategist
Pam is a Certified Financial Planner® and Dave Ramsey SmartVestorPro® who is passionate about helping people be debt-free, invest wisely and create strategies for a lifetime of income! “I believe that we are called to be good stewards of our money. I am dedicated to helping my clients not only be good stewards but the best stewards they can possibly be. For some clients that might mean bringing a spouse home to be with the kids, or retiring a bit earlier to enjoy the grand kids. It might mean working out the numbers to take more vacations on a yearly basis because you need more time for family and relaxation to keep going at a high level or lower your discretionary expenses because you want to give more to charity. The possibilities are endless when you have a caring financial planner on your team.”
Throughout her 8 year career in the financial services, she has had the privilege of helping over 2,000 people have a better grasp of their finances. Weather that was at Wells Fargo where her career took off or at Principal Financial Group where she ran the Retire Secure program in Northern California – she has seen time and time again that clients just want to feel safe and know that they will be able to save enough to have enough income for the rest of their lives.
Pam helps her clients makes sense of a topic that is often confusing to most.
She works with individuals and couples on an on-going financial planning basis. She also works with business owners setting up retirement plans and employee benefits.
“Navigating life’s changes can be hard, but it doesn’t have to be if you have a financial adviser who is willing to teach you and help you find solutions every step of the way. Employee Benefits, Stock Options, Social Security benefits and Medicare can all seems overwhelming because these are decisions that impact us greatly.”
Outside of work, Pam is very active in her community. Her and her husband Chris are ushers at her church Thrive Church in Elk Grove where she resides. She is also a Rotarian with the Elk Grove Chapter and she is an active Financial Literacy Volunteer/Presenter with AARP’s Sacramento Chapter as well as a Financial Literacy Educator with the California Department of Correction and Rehabilitation. Pam will be joining the Sacramento Junior League’s August cohort.
Pam and Chris are big foodies and they enjoy attending any music events involving food trucks!
(916) 891-2557 | 1435 River Park Dr. Ste 504, Sacramento, CA 95815 | firstname.lastname@example.org