Sam Rodriguez, CFP®

Founding Partner at Foundation Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas-Fort Worth Metroplex

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Bio

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Credentials

  • CFP®
    CFP Board
    Apr, 2016
    - Nov, 2024

Experience

  • Foundation Wealth Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founding Partner
      • Sep 2017 - Present

      Sam is the co-founder of Foundation Wealth Partners, a fully independent wealth management firm. We provide financial advice while making suitable choices for our clients tailored to their individual situations and desires. Whether your growing your business or not-for-profit, moving full steam ahead to safeguard your families future, developing a detailed retirement income strategy, or crafting a family legacy, our clients have come to expect innovative strategies executed at a high level. With offices based in the Dallas and Fort Worth area, Foundation Wealth Partners serves individuals and entrepreneurs throughout the Dallas-Fort Worth metroplex. Contact us today for a complimentary consultation. Show less

  • Mission Financial Advisory Services
    • Founder/Wealth Advisor
      • Sep 2016 - Sep 2017

      Sam Rodriguez established Mission Financial Advisory Services in 2016 and after a year of rapid client growth and advisor interest, Sam joined with Brian Krukiel to form Foundation Wealth Partners. Sam Rodriguez established Mission Financial Advisory Services in 2016 and after a year of rapid client growth and advisor interest, Sam joined with Brian Krukiel to form Foundation Wealth Partners.

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Client Advisor
      • May 2009 - Sep 2016

  • Ameriprise Financial Services, Inc.
    • Plano, TX
    • Financial Advisor
      • Aug 2004 - May 2009

Education

  • Howard Payne University
    Bachelor of Arts - BA, Accounting
    1996 - 2001

Community

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