financial advisor in Downey Javier Rodriguez
8444 Florence Ave
Downey, CA 90240
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It is my pleasure to serve the financial needs of people in the Downey community. My experience in the financial industry started in 1990. I hold a Bachelor of Science degree in accounting from the Universidad de Guadalajara. I’m also fluent in Spanish. California Insurance License #687258.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy traveling with my family, listening to music and playing golf.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office8444 Florence Ave
Downey, CA 90240
Secondary office10990 Downey Avenue
Downey, CA 90241
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.