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    Jessica Rodriguez
    96%

    Jessica Rodriguez, JD

    Top 3%
    Verified

    Estate Planning Expert at Rodriguez Legal & Financial

    4.8 (31 reviews)
    Estate PlanningTrustsLegacy Planning

    Biography

    I combine legal expertise with financial planning to create comprehensive estate plans that protect your legacy. With a background in both law and finance, I help clients navigate complex estate planning challenges while optimizing their wealth transfer strategies.

    Education & Credentials

    • Juris Doctor (JD), Harvard Law School
    • CFP® Certification
    • BA, Political Science, Stanford University

    Specialty

    Estate Planning

    Assets Under Management

    $150M+

    Minimum Investment

    $100,000

    Experience

    10+ years

    Match Score

    96%

    Based on your financial goals and preferences, Jessica is an excellent match for estate planning.

    Schedule a Free Consultation

    Book a free 30-minute consultation to discuss your estate planning needs and legacy goals.

    Bridgewell

    Bridgewell provides operational and workflow support. Bridgewell does not provide investment, tax, or legal advice. No guarantees are made regarding outcomes, lead volume, or booked meetings.

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    Bridgewell provides operational and workflow support. Bridgewell does not provide investment, tax, or legal advice. No guarantees are made regarding outcomes, lead volume, or booked meetings.