Jarret Rodriguez-Conklin, ChFC®, CIMA®
Managing Director/Founder
I’m proud to call myself a Peekskill native, born and raised just 45 minutes north of New York City and a short drive from West Point (USMA). After graduating from Hendrick Hudson High School, I pursued my dream of serving my country by enlisting in the United States Marine Corps. I proudly served from 1999 to 2006, including during Operation Iraqi Freedom. Upon my honorable discharge, I transitioned to a new chapter in Southern California, where I began my financial career at Morgan Stanley.
I began my career at Morgan Stanley, later joining Bank of America Investment Services (now Merrill Lynch) in 2005, and later Wells Fargo Advisors in 2009, where I had the privilege of serving clients for over a decade. Today, I continue that mission as a comprehensive Financial Advisor, holding both the Chartered Financial Consultant® (ChFC®) and Certified Investment Management Analyst® (CIMA®) designations—credentials that reflect my dedication to professional excellence and lifelong learning.
My work focuses on helping clients build financial plans that fit their lives. That includes:
Personalized financial strategy development
Insurance and risk management
Tax-efficient investment planning
Income tax and retirement strategies
Estate planning coordination
But more than anything, I see my role as a guide—helping people make sense of their finances, solve problems, and move forward with clarity and confidence.
Outside of work, I’ve been happily married to my wife, Florinda, for 20 years. Together, we’re the proud parents of three incredible kids: Vincent, Alexander, and Isabella.
When I’m not working with clients, you’ll probably find me on the mats training Brazilian Jiu-Jitsu—a lifelong passion that’s taken me around the world, from local tournaments to Brazil itself. In 2024, I was honored to win Gold at the Brazilian National Championship, a moment that reminded me how discipline and consistency always pay off.
At home, life stays lively thanks to Hulk and Cha-Cha, our two Cane Corsos. They’re loyal, protective, and full of personality—keeping things grounded and joyful no matter what the day brings.
Whether serving my country, training on the mats, or helping families plan for their future, my mission has always been the same: to lead with discipline, serve with heart, and make a meaningful difference in people’s lives.
