William RodriguezWilliam Rodriguez, CFP®Vice PresidentWealth Planning Specialist
About William
William Rodriguez is a Vice President and Wealth Planner at J.P. Morgan Wealth Management.
William works closely with clients to help them anticipate and prepare for key decision points in their financial lives. Active in investing and wealth management since 2016, he understands the needs and interests of an accomplished clientele, helping them delineate their objectives and pursue those priorities more effectively.
Within the team, William holds a number of responsibilities. He serves as the lead planner, creating customized wealth management plans for each client or family and following up regularly to sustain steady momentum on their initiatives. William also coordinates the team's operations, facilitating an organized workflow, overseeing consistent processes, and maintaining accurate documentation. Finally, William is adept in trading execution, drawing on his experience in the capital markets. He serves as a go-to resource for all client inquiries, dispatching those needs with persistence and resolve.
William moved to J.P. Morgan Wealth Management in 2023 with his team. Previously, he served as an Associate Director with First Republic Private Wealth Management, where he worked for more than five years. William began his investment career in 2016 with Wedbush Securities, where he served as a Credit Analyst.
William earned his B.A. in Business and Economics from California State University, Long Beach. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP® Board of Standards, Inc., and is fluent in Spanish.
A resident of Los Angeles, William lives with his wife, Mary Helen, and their daughter, Luna. Outside of work, he enjoys spending time with his family and friends. Active in his community, William volunteers with several non-profit organizations that aim to improve the lives of children and low-income families throughout South Los Angeles.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
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April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
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You’ve decided to share your wealth with family. Now what?
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The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now