Steven Rodriguez

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategies

About

Steven Rodriguez is a financial consultant based in Newport Beach, California, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategy design tailored to each client's unique goals and risk tolerance. Steven employs a comprehensive discovery process to understand the specific financial situations of his clients. He primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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