Rudy Rodriguez, Financial Planner

CFO
Founder

As a financial planner, I am focused on cultivating relationships, personal attention, and a willingness to take all the time needed to educate my clients.

I work to help you alleviate financial worries in your life and gain more security through a reassuring approach. I believe every client is unique and I adapt to the changing circumstances life can surprise you with. It is my emphasis on personal relationships that influences my ability to develop a customized plan focused on solutions. The real benefit is the accomplishment you feel as you make better decisions with your money.

I graduated from the University of Tennessee with a degree in Business Administration. During my nearly twenty years in the insurance and financial services industry, I have earned several accomplishments, including the 2001 Rookie of the Year Award for the Atlanta Branch of The Mony Group and being a qualifying member of the Million Dollar Round Table (MDRT)*. Prior to joining Apogee Financial, formerly National Financial Services Group in 2015, I was a Financial Advisor for MetLife Premier Client Group for fifteen years.

My wife and I and our two children reside in Johns Creek, Georgia where I serve as President of the Brookwood Homeowners Association. When I am not working, I enjoy family time, tennis, golf, and rooting for the Volunteers football team.

*Memebership is based on sales critera.  

I am thanful to be a valuable resource to the financial industry and was honored to be feature in the April 2020 issue of Advisor Magazine.

https://www.lifehealth.com/creating-value-advisor/

Phone 770-512-5192