2005 -
now Financial Advisor @ NorthStar Financial, LLC
Rod Advisor Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.) (Farm/Farm and Ranch Management)
1978
-
1980
Rod Advisor Skills
Portfolio Management
Financial Advisory
Management
401k Rollovers
Financial Modeling
Investments
Risk Management
Trading
Banking
Finance
401K Retirement Savings Plans
Patient Safety
Strategic Planning
Traditional Iras
Financial Analysis
Sep Iras
Simple Iras
Sales
Roth Iras
Rod Advisor Summary
Rod Advisor, based in Bakersfield, CA, US, is currently a Owner at Palmer Private Wealth. Rod Advisor brings experience from previous roles at Financial Strategies, LLC and NorthStar Financial, LLC. Rod Advisor holds a 1978 - 1980 Bachelor of Science (B.S.) in Farm/Farm and Ranch Management @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Portfolio Management, Financial Advisory, Management, 401k Rollovers, Financial Modeling and more. Rod Advisor has 2 emails on RocketReach.
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