Justin Rodriguez
CFP®
TCI Wealth Advisors
Wealth Advisor
Justin Rodriguez
CFP®
TCI Wealth Advisors
Wealth Advisor
Your financial plan should serve you, not vice versa. Let's build a relationship rooted in trust, a data-driven portfolio and a plan that empowers you to live life to the fullest. - Justin Rodriguez, CFP®
Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country
Justin Rodriguez is a Scottsdale, AZ fee-only financial planner. TCI Wealth Advisors provides comprehensive financial planning, tax and retirement planning, and wealth management to help middle income clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Justin Rodriguez is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Justin Rodriguez, CFP®, is an Advisor at TCI. Justin earned Bachelor of Science degrees in both Finance and Accountancy from Arizona State University. His professional passion is walking alongside clients to help them achieve their goals and building lifelong, trusting relationships along the journey.
During his free time, Justin runs, hikes and bikes his way throughout the valley. He also plays sand volleyball, tennis, golf and skill-based games like billiards and table tennis. Best of all is the time spent with his wife, Allison, as they explore new places and adventures with their Weimaraner, Brookie. Despite playing more traditional sports his whole life, Justin’s passion has become West Coast Swing dancing.
Justin also enjoys serving others and does so by caring for and teaching the youth at this church.
Justin Rodriguez is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
TCI Wealth Advisors is an independent, fee- only, fiduciary providing comprehensive, coordinated and objective wealth management advice to individuals and families. We serve as a trusted advisor, partnering with our clients on their journey toward financial clarity, prosperity and overall well-being. Our mission extends beyond simply helping clients manage their money; we also believe we have the opportunity to help clients develop a more robust understanding of the relationship between their money and their happiness. Our wealth management process helps clients align their primary resources (money, time, energy) with their priorities. We help clients plan for the future while also helping them live a purpose-filled life today.
With five offices and over $3 billion in assets under management, we are large enough to provide sophisticated solutions to complicated problems, yet small enough to have personalized relationships with you and your family. For over 30 years we have been a purpose-driven organization, driven to empower, educate and advise clients as they work towards their personal definition of success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Justin Rodriguez is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Justin Rodriguez is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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TCI Wealth Advisors has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
Contact Justin Rodriguez
Office Locations:
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6929 E Greenway Pkwy
# 150
Scottsdale, AZ 85254
