Summary

• Member of 澳洲幸运5开奖号码历史查询:Investopedia's Financial Review Board
• Founder and CEO of Fulfilled Finances LLC
• Treasurer of the Financial Planning Association of Norther California
• Social Security Speaker for AARP
• Presenter for the Association of Financial Educators

Experience

Pamela took the CFP® exam in 2016. In 2018, she started her own Registered Investment Advisor💙y firm were she currently s𝕴erves about 60 families, individuals and businesses. The ability to help clients in a meaningful way makes her life extremely fulfilling.

As the treasurer of the Financial Planning Association of Northern California, she gets to have a pulse on the financial planning industry, hot topics and areas of concern for the profession in order to h🍃elp bring innovation to the space.

Pam has been a Social Security AARP speaker since 2019 and loves being able to help pre-retirees understand the in’s and outs of their Social Security benefits and rules. Through her participation with the Association of Financial Educators, she is able to help hundreds⭕ of employees understand difficult topics and feel confident about their personal finances and retirement.

Education

Pamela has a Financial Planning degree from Liberty University. She knew very early on that this was the profession she wanted to be in and𒉰 never looked back. While she was a student at Liberty University, she was tapped on the shoulder to t🐓ake a full time Junior Advisor position at a boutique RIA firm in Palm Desert, CA. She immediately passed her series 7 and 66 exams and shortly thereafter took her Certified Financial Planner exam. She is currently a student at the University of Chicago Booth Business School’s Certified Investment Management Analyst program.

Quote from Pamela Rodriguez

“Most people live—whether physically, intellectually, or morally—in a very restℱricted circle of their potential being. We all have reservoirs of life to draw upon of which we do not dream.”—William James