Edward H. Rodriguez

Edward H. Rodriguez
Managing Partner

Ed manages our Gilbert and Scottsdale offices. He has over 24 years of financial experience. He has been active in helping families and small business owners in the Phoenix and Southern California areas. He is also fluent in Spanish, which has enabled him to help many in our growing Hispanic Community.

Ed creates financial strategies through a comprehensive approach. His goal is to help his clients create and help grow their assets, lessen the overall risk of their financial interests, and plan the distribution of their assets in the most tax-efficient manner possible during their lifetime. He also helps many families in saving for their children and grand children’s college education. Additionally, Ed helps clients plan to distribute their assets at death in the most tax efficient manner, preserving the client’s control and ideas throughout future generations.

Ed also holds a California, Arizona, Nevada, Texas and Michigan Life, Disability and Health Insurance Licenses. Separately, Ed holds FINRA Series 6, 7, 63 and 65 securities qualifications through Questar Capital Corporation, registered in Arizona, California, Nevada, Texas and Michigan.

Ed was born in Brooklyn, New York, later moving to Orange County, California and finally making his home in the Power Ranch community in Gilbert. Ed enjoys swimming, photography, bike riding and vacationing with his family and is a member of The Grove Church. He lives with his wife Karina, and their five daughters.