Gayle Rodriguez
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Here to act in your best interests
About me
I have been in the financial services industry since 2007. I use my skills to dive deeper into clients’ relationships with money and to help them achieve financial wellness. Outside of work, I enjoy spending time with my family, traveling and trying new restaurants. I am also an avid Wheel of Fortune fan and would love to be on the show one day.
Certifications
Chartered Retirement Planning Counselorâ„¢
Education
Master of Science, Personal Financial Planning - Kansas State University
Bachelor of Business Administration, Finance - Concordia University At Austin
Visit one of our Locations
Phoenix - Emerging Investors
4742 N. 24th Street
Suite 270
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
