We take care of your finances so you can focus on fulfilling your dreams

A unique Money Management experience for individuals, families and business owners who want more fulfillment in their lives.

Meet Pamela Rodriguez CFP®

Hi! You can call me Pam. I am a Certified Financial (™) practitioner and I am on a mission to ensure that everyone I help lives a life of purpose and true wealth.

When I moved to the Sacramento, CA from Mexico I was 11 years old. Everything I owned fit in one suitcase. I may have come a long way from then but I will never forget the struggles that my family and I faced. All of those struggles turned out to be blessings. I learned hard work and I learned the value of a dollar. Unfortunately, too many times, even if you know that it takes hard work to make money, we are not taught how to create wealth or how to make the most of our wealth once we create it.

That is why I don’t take being a wealth manager for granted.

I have met with over 3,000 people one on one and I know that every one wants the same thing: you want to know that you can do the things you love to do today and in the future. You want to know that you will be okay and that your loved ones will be taken care of.

I have created a process to ensure that you are no longer in the dark simply wondering. When we work together, you have a concrete plan to follow, you can log into your account and know EXACTLY where you stand today, tomorrow and the next day.

You might be wondering how I got into this business in the first place. This all started 9 years ago with a desire to make an impact. True holistic financial planning is meant to do just that. Being a fiduciary to my clients helps them know that they can relax, I will always put their needs first. I want people to not only create true wealth but most importantly, I want them to use it to fulfill their dreams and pursue their passions. I can’t wait to meet you.
— Pamela Rodriguez CFP®