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Bio

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Rodney Roque is a seasoned Certified Public Accountant (CPA) with expertise in auditing, tax, and financial planning. He holds multiple certifications, including Personal Financial Specialist (PFS) and Risk Management and Insurance Planning Certificate, and has experience working with high net worth individuals and government accounting. He is based in Clovis, California.

Credentials

  • Personal Financial Specialist (PFS™) Credential
    AICPA
    Dec, 2021
    - Apr, 2026
  • Risk Management and Insurance Planning Certificate
    AICPA
    Jul, 2021
    - Apr, 2026
  • Estate Planning Certificate
    AICPA
    Jun, 2021
    - Apr, 2026
  • Retirement Planning Certificate
    AICPA
    Apr, 2021
    - Apr, 2026
  • Investment Planning Certificate
    AICPA
    Mar, 2021
    - Apr, 2026
  • PFP Practical Applications Certificate
    AICPA
    Jan, 2021
    - Apr, 2026
  • CPA [Corp]
    California Board of Accountancy
    May, 2019
    - Apr, 2026
  • CPA [A]
    California Board of Accountancy
    Aug, 2013
    - Apr, 2026
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Education

  • 2007 - 2009
    California State University, Fresno

Suggested Services

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Industry Focus. “Accounting and Auditing”

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