Lisa Rodriguez, Financial Advisor located in Wheaton, IL

Financial Advisor
Lisa Rodriguez

AAMS®
300 S County Farm Rd Suite H, Wheaton, IL 60187opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • New Investors
  • Retirement Savings Strategies

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Gardening
  • Pickleball
  • Reading
  • Volleyball
  • Walking

Team Members

  • Maria Tripylas
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(630) 242-2777

Fax

(888) 416-7481

Office Address

300 S County Farm Rd Suite H
Wheaton, IL 60187opens in a new window

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