Adrian Rodriguez, CFP®


Adrian Rodriguez

“What you achieve in life goes far beyond your finances. It is about your family, your aspirations, and your legacy. People who achieve their goals are considered lucky. In my eyes, luck happens when proper planning meets opportunity. And it is my mission to help people realize all they are capable of. ”

Adrian began working at Access Wealth as a Finance Intern in his junior year of college. He spent 19 months working on special projects and training with senior firm members. Upon graduation, he accepted a full-time position as an Access Wealth Analyst. He is responsible for modeling financial plans for clients, providing client support and assisting the advisors.

“I decided on a career in financial planning because of the environment I grew up around, where most people were mismanaging their finances. Very few people in my community had a background in finance or understood how to build wealth. I went to high school for finance, and realized I had a knack for numbers. I want to use this strength to help people develop and realize their goals.”

A CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Adrian graduated from William Paterson University cum laude with a double major: a Bachelor of Science degree in Financial Planning and a Bachelor of Arts degree in Economics. While there, he won the Excellence in Economics and Global Business award as well as winning second place in the William Paterson uPitch competition. He also tutored students struggling with their own finance and economics courses, and served as a mentor to at-risk students, helping them plan their education.

He is a member of the student chapter of the Financial Planning Association, Omicron Delta Epsilon (The International Honor Society for Economics), Alpha Kappa Psi (a Professional Business Fraternity), where he served as Vice President of Finance and continues to be a mentor, and The Future Business Leaders of America.

Recent Articles

How to Tap Into Your 529 Plan Savings

Adrian Rodriguez - Mar 01, 2022

7 Best Actions to Help Your Children Financially

Adrian Rodriguez - Sep 29, 2021