Bio
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Topline AI
Phillip Rodriguez is a seasoned entrepreneur and executive with over 43 years of experience in various industries, including insurance consulting, investment banking, real estate, and finance. He has held leadership positions, including CEO, and has a strong background in strategic planning, valuation, and business development. Rodriguez has also earned multiple insurance licenses and certifications across multiple states.
Credentials
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Arizona Insurance Producer - Casualty Health Life Property Variable Annuities / Variable Life
Arizona Department of InsuranceJan, 2009- Jun, 2026 -
Life, Accident & Health Producer - Property & Casualty Insurance Broker- Phillip J. Rodriguez
California Department of InsuranceAug, 1983- Jun, 2026 -
State of New Mexico Insurance Producer - Casualty, Property
State of New Mexico - Superintendent of InsuranceJan, 2020- Jun, 2026 -
General Lines Property & Casualty Insurance Broker- Phillip J. Rodriguez
Texas Department of InsuranceNov, 2019- Jun, 2026 -
State of Oregon Insurance Producer - Casualty Health Life Property
Oregon Department of Consumer and Business Services Insurance DivisionDec, 2017- Jun, 2026 -
LIfe & Health - Property & Casualty Broker- Dimirak Financial Corp.
California Department of InsuranceFeb, 1984- Jun, 2026 -
State of Nevada Non-Resident Producer - Casualty Health Life Property Variable Annuities / Variable Life
Nevada Division of InsuranceNov, 2017- Jun, 2026
Experience
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Chief Executive Officer
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Feb 1981 - Present
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Education
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University of California, Davis
Suggested Services
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Industry Focus. “Financial Services”
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References
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