Edward H. Rodriguez
Managing Partner, Tax and Financial Advisor
Edward H. Rodriguez has over 30 years of experience in the financial services industry. Ed treats his clients as if they are family and has many long-term relationships with clients in several states.
Ed's parents and grandparents immigrated from Argentina, Spain and Italy. Ed was born in Brooklyn, New York, later moving to Orange County, California and finally to Phoenix, AZ. He is fluent in Spanish and works with many Spanish-speaking clients. Ed holds Life, Disability and Health Insurance Licenses. He also holds Series 6, 7, 63 and 65 securities registrations through Securities America.
As a Financial Advisor, Ed creates financial strategies for families and small business owners through a comprehensive approach. His goal is to help his clients grow their assets and lessen the overall risk of their financial interests in the most tax-efficient manner possible. He helps many families save for their children and grandchildren's college education. He also helps clients plan the final distribution of their assets -- during their lifetime and afterward -- in the most tax efficient manner, while preserving the client's control through future generations.
Ed divides his time between the company's offices in Scottsdale and Sedona, AZ. In his free time, Ed enjoys swimming, photography, bike riding and vacationing with his family. He is a member of The Grove Christian Church. He and his beautiful wife Karina live with the youngest of their five daughters in the new Vistancia Master planned Community in Peoria, AZ