Anthony Rodriguez

Associate Financial Planner

Anthony Rodriguez

Anthony is a seasoned financial professional with a strong academic background and valuable experience in the field. Joining Elwood & Goetz as an associate financial planner in 2024, he is dedicated to providing prompt and comprehensive client service. His role involves developing financial plans, monitoring investments, and offering ongoing advice to support his team's efforts.

Anthony's journey in wealth management began at the University of Georgia, where he earned a bachelor's degree in financial planning. During his time at UGA, he demonstrated his leadership skills as the treasurer for the Student Financial Planning Association and as an active member of the Hispanic Student Association. His commitment to supporting the Latino community extended across campus through mentorship programs like Latinos Invested in the Students of Tomorrow. Anthony's passion for fostering the next generation of Latino professionals continues today, as he remains engaged with the Association of Latino Professionals for America.

In addition to his academic achievements, Anthony has passed the prestigious CERTIFIED FINANCIAL PLANNER™ examination. Prior to joining Elwood & Goetz, he honed his skills as a Senior Associate at Vanguard, a national investment management firm. Anthony's expertise spans various aspects of financial planning, with a particular interest in behavioral finance and the psychology of financial decision-making. He thrives on building individual connections with clients and helping them achieve their unique financial goals.

Outside of work, Anthony enjoys spending quality time with his loved ones, exploring new technological advancements, and traveling. His favorite destination is Puerto Rico, where he finds inspiration and relaxation.

Education & Credentials
University of Georgia
Bachelor of Science - Financial Planning
Service, Associations, & Accolades
Association of Latino Professionals for America, Member