David Rodriguez, CFP®

David Rodriguez is a CERTIFIED FINANCIAL PLANNER™ professional with nearly 30 years of experience in the investment and financial planning industry. He earned his BBA in Accounting from Texas State University and holds a Master of Legal Studies from Texas A&M University. David maintains multiple industry credentials, including FINRA Series 7, 8, 24, 52, 63, and 65 licenses, as well as a General Lines Insurance license.

David specializes in comprehensive wealth management for individuals, families, and small business owners. His approach blends practical financial strategies with a deep understanding of risk tolerance, long-term goals, and tax-efficient planning.

A longtime Austin resident, David has served on the boards of the Greater Austin Hispanic Chamber of Commerce and Easter Seals of Central Texas. He has also coached and volunteered in numerous youth activities, including Boy Scouts and school programs. David and his wife, Linda, have been married since 1996. Their son is an Eagle Scout and graduate of Texas A&M University.