Laura J. Rodriguez, CFP®, MBA
Financial Planner/Wealth Management Advisor
Laura J Rodriguez, CFP® is a financial professional with over 9 years of experience in the field of personal finance and wealth management. As a CERTIFIED FINANCIAL PLANNERTM professional (CFP®), Laura is dedicated to helping individuals and families achieve their financial goals and secure their financial future.
Laura’s approach to financial planning is client-centric, focusing on building strong relationships and understanding each client's unique circumstances and aspirations. She believes that personalized financial plans are crucial in helping individuals make informed decisions about their money and achieve financial independence.
As a CFP® professional, Laura is committed to providing holistic financial advice and services. She helps successful women/families navigate through key financial milestones such as retirement planning, education funding, tax optimization, estate planning, and risk management. By assessing each client's financial situation, risk tolerance, and long-term objectives, Laura creates customized financial plans that align with their needs and aspirations.
Laura is founder of Well-Being Financial, whose mission is to make a difference in the lives of women and help them achieve financial independence through education and comprehensive financial planning support.
Laura holds an Executive MBA from University of Miami and bachelor’s degree in finance and has completed rigorous coursework and examinations to obtain her CERTIFIED FINANCIAL PLANNERTM certification.
Outside of work, Laura enjoys traveling with her husband, family, and friends, as well as training for various half and full marathons with her running group called "FEAR-Less."
I am licensed to sell insurance in: CA, CO, DC, FL, NY, GA, NJ, OR and TX and securities in: CA, CO, DC, FL, GA, TX, NY, OH and OR. I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Supervisory address: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 (954) 938-8800. Well - Being Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CA Insurance License #: 4167379. CRN202607-4676628