Ezequiel Rodriguez, WMCP®
Associate Wealth Advisor
LPL Registered Rep
CA Insurance Lic #4462219
While attending Cal State San Bernardino, Ezequiel earned his Bachelor’s degree in Business while working as a teller for Wells Fargo. During this time, he became an active member of campus life, serving as a founding member and treasurer of Delta Chi Fraternity, where he honed key leadership and organizational skills.
After graduation, Ezequiel's career in banking began as a banker at US Bank, where he developed a strong foundation in client relationship-building, making his transition to wealth management a natural progression. He later obtained his advisory licenses with Merrill Lynch, marking the start of his career as a Financial Advisor.
Prior to joining Partners Retirement and Wealth Management, Ezequiel worked as a Financial Advisor at JPMorgan Wealth Management, focusing on holistic financial planning, investment strategies, and retirement planning. His time at JPMorgan helped deepen his expertise and further his commitment to guiding clients through important financial decisions. Ezequiel’s qualifications include:
- Series 7 and 66 registrations held with LPL Financial
- Wealth Management Certified Professional (WMCP®)
Born and raised in Anaheim, Ezequiel is a lifelong Disney and Angels fan. In his free time, he enjoys outdoor activities, spending time with family, and exploring new travel destinations.