Pam Rodriguez

A Unique Wealth Management Experience

I help amazing humans turn their financial goals into reality by cutting through the financial BS and costly mistakes.

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Looking at the Big Picture

We work together in determining whether you are on track to meet your goals and then outline your path to overall financial success.

We eagerly face the challenge of providing services to address your complicated, ever-evolving financial life .

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Cash Management

Cash management is the process of collecting and managing cash flows. Cash is essential for day-to-day financial stability.

  • Income
  • Consumer Debt
  • Student Loan Debt
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Investment Management

At your current age, how much money should you have saved for retirement? How can you make up for lost time if you started investing late? Should you change your investing portfolio as you get older? While answering these questions may feel overwhelming, they are what we have experience evaluating.

  • Long-Term Strategies
  • Retirement Planning
  • Social Security Strategies
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Family Funds

If you’re like most parents, you want your child to go to college. At the same time, paying for college is probably one of your biggest financial concerns. By starting a savings plan early, even before your child begins elementary school, you can reduce the burden of taking on high debt to pay for their higher education.

  • Future Education
  • Living Expenses
  • Elder Long-Term Care
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Tax Planning

Tax planning is a way to find out how much money you are paying on tax and also a way to help minimize the tax liability (the amount owed) through the use of allowances, deductions, exclusions and exemptions.

  • Taxes Up-to-Date
  • Tax Credit Strategy
  • Tax Minimization
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Asset Protection

Accidents and disasters can – and do happen, and if you aren’t adequately insured, it could leave you in financial ruin. You have to know how much insurance you need to protect your life, your ability to earn income, and to keep a roof over your head.

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
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Estate Planning

We refer you to our network of Estate Attorneys to maximize what you leave behind. It’s important to know legal and/or tax advice and think through how each asset , as well as your estate, will pass to your beneficiaries.

  • Wills & Trusts
  • Power Of Attorney
  • Health Care Directives

Who We Help

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Focus on Your Family

I help families where both parents are working to prioritize their goals: paying off debt, saving for a college fund, budgeting, travel vacations, etc. Life is busy for our clients but with our guidance they know they can accomplish anything through a solid plan of action. Ensure your family’s future by starting today.

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Maximize Your Benefits

Healthcare employees have unique challenges. Being a high income earner and thinking about the future when you have such a demanding career is not easy. I help clients navigate their financial lives without having to spend their limited time doing so. I review your pension benefits, your employee perks, and help you have a strategy that works.

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Understand Your Perks

The State of California is the largest employer in town. Many of our clients are state employees with complex employee benefit plans. I work with clients to make sure they are maximizing these benefits. Some clients are not aware that their bargaining unit is not contracted to pay into Social Security. I help them plan accordingly so they are aware to their options.

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Conquer Your Debt

Paying off your student loans as fast as possible, when you have other financial goals, might not be the best plan for you. I utilize several programs and strategies available to optimize your payment plan. I specialize in assisting you understand your student loan debt, contact their lenders, and choose the best repayment plan for their current situation.

Our Clients

We work with clients with complex compensation arrangements and employee benefit packages.

Ready to start?