Ruben RodriguezRuben Rodriguez, CFP®Wealth Advisor
About Ruben
Ruben Rodriguez is a Wealth Advisor with J.P. Morgan Wealth Management. As a member of Girard & Associates, he serves the comprehensive advisory needs of high-net-worth individuals and their families, delivering holistic planning strategies that are tailored to personalized goals.
With 15 years of industry experience, Ruben was with Merrill Lynch for many years before joining J.P. Morgan in 2020. He looks forward to blending his planning background with the robust resources of the firm to explore potential opportunities and trade-offs.
Ruben was born in New York City but raised in Miami, Florida where he attended Florida International University and earned a B.S in Finance. He began his financial services career in 2005 while still pursuing his studies. Ruben's dedication to his clients has led him to attain the CERTIFIED FINANCIAL PLANNER™ designation, one of the most respected wealth management certifications in the industry. He utilizes this knowledge while working with clients to formulate comprehensive strategies for pursuing shortand long-term goals.
Ruben and his wife, Ellie, reside in Jupiter, Florida, with their three young boys, Jaden, Aiden and Cayden. His family is active in Family Church Gardens, where they serve in various ministries. Ruben also volunteers his time on an annual basis with The Big Heart Brigade, passing out Thanksgiving meals to the underserved residents of Palm Beach County. He is multi-lingual and speaks fluent Spanish.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
Insights
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July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now