Finance has always been a part of my life. With the support and guidance of my parents, I had a drive to be self-sufficient. From a young child working a paper route through full time work in college, I loved the freedom and security of having a solid financial strategy.
My husband and I are the first in our families to graduate from college. My son rolled our loose change from a very young age, knowing that we would be depositing that into his college fund. I am happy to say that he graduated from college in December 2019! We know firsthand the value of education and have sponsored kids to go to college through personal scholarships, the Hispanic Scholarship Fund and ongoing support of our alma mater and local colleges.
I earned my AAMS® designation in 2012 and pride myself with the investment knowledge to assist clients in achieving their personal goals and am honored when that translates to multigenerational solutions. My greatest professional success has been finding Edward Jones, a firm whose values and culture align perfectly with my own.
My goal in life is service. It brings me great joy to help create financial health for individuals and compounding that towards a prosperous community. I am an avid supporter of The Alzheimer's Association, American Cancer Society and Oceana. When we act as a whole, we achieve greatness.
Everybody I have worked with at Edward Jones has touched me personally, but none greater than the team I have currently. The commitment and drive that Cari Smith and Michelle Cagnacci possess exceeds what any client could ever expect. Together, we share in the success of our clients. We strive to improve our skills, our service and the experience our clients have with us. We do this through strong processes, reflection and daily laughter. When I was a child, I could not have dreamt for more.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Insurance & Annuities
- Charitable Giving
- College Savings
Phone NumberLisa K Rodriguez at (530) 533-8820
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 03:00PM|
- Web Conferencing
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