My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
Knowledge is the key to a successful financial future.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
I help people protect the ones they love through a variety of financial products and solutions to meet their needs. I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Advisory services Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
I offer an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps, if present, and offer solutions to help fill them.
I work closely with my clients and can also work with you. I will help you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs.
My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client
My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services.
I am licensed to sell insurance in: Virginia, Maryland, Ohio and The District of Columbia.
I am a registered representative and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 1593 Spring Hill Road, Suite #500E | Vienna, VA 22182
Santa Monica College (2000-2003)
California State University Northridge (2003-2005)
American University (2016-2018)
Affiliations & Memberships
Member of FINRA
Member of CFA Institute Chapter of District of Columbia
Member of Toastmaster in McLean VA
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- Business Succession Planning
- Financial Education
- Risk Management Strategies
- Retirement Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Louis Rodrigue’s Licenses and Disclosures