Kristina Rodriguez Personal CFO
Having a sound financial foundation is a key element in ensuring you and your family live the life you want. There is no better feeling than watching my clients accomplish their goals and deepening our relationship. My clients' job is to tell me what their ideal life looks like. My job is to then educate, guide, and counsel them toward reaching their full financial potential.
I offer a tailored service to fit your financial goals based on what you're trying to achieve. During the Set Up Phase, we will take the time to review your current financial reach, evaluate opportunities, and create a financial plan to help get you on track to achieving your goals with a plan for the future.
Kristina has over 20 years experience in the financial industry. Kristina served in the US Navy for 4 years on the USS Dwight D Eisenhower and at Oceana Air Detachment Norfolk. "The experience gained in the in the military and the past 20 years in the financial industry has helped me understand people the differences between us and what it takes to be successful."
Kristina lives in Lakeland, FL. with her husband and children. Kristina and her husband Ronnie are car enthusiasts and enjoy brining smiles to the faces of others.« Back to Team