top of page
Wealth Advisor

Richard Rodriguez

Wealth Advisor

555 Veterans Boulevard, Suite 100

Redwood City, CA

94063

Phone:

Email:

650.362.5218

Rick Rodriguez is one of the experienced Financial Advisors with Pettinelli Financial Partners (PFP). As a member of a team that advises and supports the firm’s client family, he provides guidance and strategies that help them plan for and preserve the clients’ financial futures.  Rick’s client base includes individuals, families, and business owners.


Rick has over 10 years of experience as an advisor and was attracted to PFP because of the firm’s team-based advisory and long-term client relationship model that focuses on the financial health and well-being of the client.  “My main objective is to concentrate on the best interests of our clients encompassing personalization in planning and implementation along with the strength of the team working together toward pursuing each client’s unique goals.”


A graduate of California State University East Bay, Rick majored in Business Administration with a minor in Economics.


Rick lives in Alameda where he and his wife are raising three young children bringing camping and learning from the woods to their experiences.  Rick is a die-hard sports fan, especially baseball.  He is one of the founders of Diamond Skills Camp in Alameda, an organization that offers skill development, individual growth, and team dynamics for youth baseball ages 5 – 12.  The Camp also trains and mentors aspiring coaches in leadership and management.


"Life begins at the end of your comfort zone.” —Neale Donald Walsh

bigstock-navy-background-2827031.jpg
Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

  • LinkedIn - Grey Circle
  • Facebook
bigstock-navy-background-2827031.jpg

 

LPL Financial Form CRS

 

Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. 

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

Privacy Policy

Terms of Use

bottom of page