Kevin Rodriguez, Financial Advisor located in Longmont, CO

Financial Advisor
Kevin W Rodriguez

MBA, CFP®, AAMS®
2011 100 Year Party Ct Ste 3, Longmont, CO 80504opens in a new window
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Focus Areas

  • Employee Stock Options
  • Hispanic Family Finances
  • Divorce Finances
  • Charitable Giving
  • Sustainable Investing
  • New Investors

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Community Outreach
  • Outdoor Enthusiast
  • Social Responsibility
  • Sustainability
  • Coaching Sports

Team Members

  • Wanda Hodgell
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(720) 815-1171

Fax

(866) 444-9137

Office Address

2011 100 Year Party Ct Ste 3
Longmont, CO 80504opens in a new window

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