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.