Ruben RodriguezRuben Rodriguez, CFP®Wealth Advisor
Awards and Industry Recognition
Forbes
About Ruben
Ruben Rodriguez is a Wealth Advisor with J.P. Morgan Wealth Management.
As a partner 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 needs. Ruben is devoted to assisting his clients achieve their short- and long-term financial goals while providing them with the highest level of care.
Ruben was with Merrill Lynch for many years before joining J.P. Morgan in 2020. With over 15 years of industry experience, he looks forward to blending his financial planning background with the robust resources of J.P. Morgan to explore potential opportunities and trade-offs.
Ruben was born in New York City and 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. He holds the FINRA Series 7 and 66 securities licenses. 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.
Ruben and his wife, Ellie, reside in Jupiter, Florida with their three young boys: Jaden, Aiden, and Cayden. His family attends Family Church Gardens, where they serve in various ministries. Ruben has volunteered his time on an annual basis with The Big Heart Brigade, passing out Thanksgiving meals to the underserved residents of Palm Beach County, and is a participant with the Kiwanis Club of Palm Beach Gardens. Ruben enjoys playing golf and is a member at Jonathan's Landing Golf Club. He is multi-lingual and speaks fluent Spanish.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
You’ve decided to share your wealth with family. Now what?
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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
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April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.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 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 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 NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowThe first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowWhat is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now