Dan Rodriguez's Location
San Antonio, TX, US
Dan Rodriguez's Work
- President @ Sensus Wealth Management Group LLC
- Wealth Management Advisor @ Investment Professionals, Inc.
- Financial Advisor @ Multi-Financial Securities Corporation
Dan Rodriguez's Education
- Texas State University-San Marcos
School of Liberal Arts (Political Theory/Economic History)
1993 - 1996
Dan Rodriguez's Skills
- Retirement Planning
- Series 7
- Wealth Management
- Retirement
- Series 65
- Investment Advisory
- Asset Allocation
- IRAs
- Series 63
- Wealth Accumulation
Dan Rodriguez's Summary
Dan Rodriguez, based in San Antonio, TX, US, is currently a President at Sensus Wealth Management Group LLC, bringing experience from previous roles at Investment Professionals, Inc. and IFG/Multi-Financial Securities. Dan Rodriguez holds a 1993 - 1996 School of Liberal Arts in Political Theory/Economic History @ Texas State University-San Marcos. With a robust skill set that includes Retirement Planning, Series 7, Wealth Management, Retirement, Series 65 and more, Dan Rodriguez contributes valuable insights to the industry. Dan Rodriguez has 2 emails on RocketReach.
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