Jarret Rodriguez-Conklin, ChFC®, CIMA®
Managing Director/Founder, Portfolio Manager
I will always be a Peekskill kid, born and raised forty-five minutes north of New York City and just thirty minutes from West Point (USMA). After graduating from Hendrick Hudson High School, I pursued my dream of joining and becoming a United States Marine. I served from 1999 – 2006, during which time I participated in Operation Iraqi Freedom. Upon my honorable discharge from the Marine Corps, I relocated to Southern California, where I accepted an offer to join Morgan Stanley. In 2005 I moved my practice to Banc of America Investment Services (now Merrill Lynch) and once more in 2009 to Wells Fargo Advisors, where I enjoyed the privilege of serving my clients for eleven years.
I currently hold the Chartered Financial Consultant® (ChFC®) designation, which was obtained and taught by The American College of Financial Services. Also, I hold the Certified Investment Management Analyst® (or CIMA® designation, administered by Investment Management Consultants Association®, and taught by Yale School of Management.
As a comprehensive Financial Advisor, I can help in the following areas.
- General principles of financial strategies (for example, personal financial statements, net worth statements)
- Insurance planning and risk management
- Investment planning
- Income tax planning strategies
- Retirement planning
- Estate planning strategies
I have been with my wife Florinda for fifteen years, and we have three children, Vincent, Alexander, and Isabella. Outside of work and family, I volunteer my time helping men who suffer from drug and alcohol abuse. I also volunteer to work with teenagers who are serving time with the Los Angeles Youth Authority (CYA), where I mentor these young men and encourage them to turn their lives around. My faith shows me that I must carry a message of hope to those who may be hopeless.
Homestead Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
Investing involves risk, including possible loss of principal.