# Jesse Rodriquez > Jesse Rodriquez is a fee-only financial advisor at Rodriquez Wealth Management in Newport Beach, New York, who holds the CFP credential. Jesse charges a percentage of assets and focuses on retirement planning, equity compensation and family wealth transfer. Page: https://find.wellspent.co/advisors/jesse-rodriquez/ Built from public directory listings; last checked April 25, 2026. ## Facts - **Firm:** Rodriquez Wealth Management - **Based in:** Newport Beach, New York - **Fee model:** Percentage of assets - **Assets under management (firm):** $500M - $1B - **Credentials:** CFP - **Specialties:** Retirement planning, Equity compensation, Family wealth transfer, Pension planning - **Works with:** Real estate investors, Ultra high net worth, Executives, Pre-retirees, Retirees, Multi-generational families - **Website:** www.rodriquezwm.com ## About Jesse Rodriquez is the Founder and President of Rodriquez Wealth Management. Jesse has served as a financial advisor to wealthy families for nearly three decades, beginning his career in the investment advisory industry as an intern at the age of nineteen. He has been working with many of the same client families, their second and even third generations ever since. Jesse began his career at Smith Barney in the Private Client Group. After eleven years at Smith Barney, Jesse along with his assistant Cathy Anderson joined Merrill Lynch, where he was instrumental in growing the Manhattan Beach office and became its largest individual producer. In 2011, Jesse and his entire team joined the flagship UBS office in Newport Beach as Managing Director - Wealth Management. By 2019, he again became the largest individual producer. In January of 2020, Jesse followed his lifelong passion by founding and becoming the sole owner of Rodriquez Wealth Management, a true independent and fiduciary firm based in Newport Beach. Jesse believes that by not accepting private equity or having other institutional ownership, his practice can stay truly independent and unbiased in how they advise clients. He focuses on providing multi-generational clients with a “family office” experience, serving as their trusted advisor and providing thoughtful advice regarding any financial issue that may arise. While the practice has undergone substantial asset growth (all organic), his handpicked team stands ready, willing and able to accept new client relationships. Jesse has been named one of Forbes “Best-In-State Wealth Advisors” from 2018-2024, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, a Chartered Retirement Planning Counselor (CRPC®), and a Certified Divorce Financial Analyst (CDFA™).  He earned the CPWA® designation from the University of Chicago Booth School of Business, a BS in Finance from CSU Long Beach and is a member of TIGER 21. In his free time, Jesse is a voracious reader of history and non-fiction and enjoys ocean fishing and diving, snow skiing and running, having completed the New York, Los Angeles and San Diego marathons. Jesse resides in Newport Beach with his wife and two children. ## Frequently asked questions ### Is Jesse Rodriquez a fee-only financial advisor? Yes. Jesse Rodriquez is listed in the public advisor directory (listed as fee-only). ### How does Jesse charge for financial advice? Jesse charges a percentage of assets. ### Where is Jesse Rodriquez based? Jesse Rodriquez is based in Newport Beach, New York. ### What does Jesse specialize in? Jesse's specialties include retirement planning, equity compensation, family wealth transfer and pension planning. Jesse works with real estate investors, ultra high net worth, executives, pre-retirees and retirees. ### What credentials does Jesse Rodriquez hold? Jesse Rodriquez holds the CFP credential. ### How much does Rodriquez Wealth Management manage? Rodriquez Wealth Management reports $500M - $1B in assets under management. ### How do I contact Jesse Rodriquez? Through Jesse's website, www.rodriquezwm.com. ## Sources - Public advisor directory: listed as fee-only - The firm's website (https://rodriquezwm.com/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.