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Everyday Wealth Podcasts Market Insights Tax Planning Retirement Planning Home and Mortgage Everyday Wealth
in America 2022 Report

FEELING TAXED?

Many Americans are unsure of what to expect for retirement taxes ...
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Everyday Wealth in America 2022 Report

What does it mean to be “wealthy”? The definition depends on many variables ...
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Recession or recession-ish? Bear markets or bear-ish?

4 min 22 sec

The true definition of a recession is technically two back-to back quarters of gross ...
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About Us

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Our Mission

We believe everyone deserves to move their financial life forward.

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Gayle
Rodriguez

CRPC™

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Here to act in your best interests

About me

I have been in the financial services industry since 2007. I use my skills to dive deeper into clients’ relationships with money and to help them achieve financial wellness. Outside of work, I enjoy spending time with my family, traveling and trying new restaurants. I am also an avid Wheel of Fortune fan and would love to be on the show one day.

Certifications

Chartered Retirement Planning Counselor™

Education

Master of Science, Concordia University Texas

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Phoenix - Emerging Investors

4742 N. 24th Street
Suite 270
Phoenix, AZ 85016

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.