Rod has spent over 23 years in the financial services industry. He started his career with Morgan Stanley Dean Witter in the Whitter, CA office and moved to UBS in 2008. He is a California native and graduated from California State University Fullerton in 1988. Rod's goal is for his team of professionals to become your primary source of financial advice and personal service. He is dedicated to developing a long term relationship with his clients and is confident that the strength, stability, and resources of UBS - delivered through his team - make this a great place for you to feel confident about your money and financial future. Rod has been married to his wife Stephanie for 30 years and they have three children and 3 grandchildren. Rod enjoys spending family time at the beach and cheering on the Anaheim Angels. Rod holds the Series 7, 31, 63, and 65 licenses.
Registered States:
AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, KY, MD, NC, NJ, NV, OR, PA, SC, SD, TN, TX, UT, WA, WI