portrait of Lisa K Rodriguez
FINANCIAL ADVISOR

Lisa K Rodriguez

AAMS™
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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Charitable Giving
  • College Savings

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Cari Smith
    Associate Financial Advisor
  • Michelle Cagnacci
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
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
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(530) 533-8820

Fax

(888) 362-7329

Office Address

2010 5th Avenue
Mission Square
Oroville, CA 95965opens in a new window

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