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Pamela Rodriguez CFP® is a Dave Ramsey SmartVestor Pro (formerly "Endorsed Local Provider"), and has been teaching the same common-sense investing philosophies since the beginning. 

We are a comprehensive Wealth Management Firm in Sacramento, CA but we work virtually with clients all over the country.

There's no cost or obligation for a phone call, video conference, or in-person appointment.  We look forward to hearing from you and to be given the opportunity to be trusted as your Certified Financial Planner®


*Working with an investment professional who is part of the SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals.  There can be no assurance that working with a SmartVestor™ Pro will produce better outcomes than working with an advisor not participating in the SmartVestor™ program.  Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public via the SmartVestor™ program.  Neither Ramsey Solutions nor the SmartVestor™ program is affiliated with NEXT Financial Group, Inc. and are not sponsored or endorsed by NEXT Financial Group, Inc.