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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now