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Julian Rodriguez

Licenses

Life insurance
Health insurance
Series 63
Series 7

Contact details

Phone: 979-922-9688
Email: julian.rodriguez@parsonex.com
Branch Office: Englewood, CO
Directions

Registered Representative

With over 13 years in the financial industry, I am passionate about helping families plan for income during retirement. I also love to teach, train and mentor new financial professionals. I take a coaching attitude to a client’s financial planning. At Parsonex, we don’t sell products. The coaching includes a complete road map to your financial future. It’s not about selling something to you, it’s about guiding you and your family to reach your goals and dreams.

MY MAIN FOCUS IS RETIREMENT PLANNING: While there are many different ways to invest, I believe in a long-term approach for the biggest financial challenge… retirement. Pensions are vanishing, social security may not be the answer; which leaves small business owners and individuals increasingly responsible for providing for their own retirement security. My area of expertise in the financial realm is small businesses, farmers and ranchers, and minority owned businesses.

I AM INDEPENDENT: Access to the independent market ensures that Parsonex clients can utilize competitive products in pursuit of their financial goals and dreams.

I BELIEVE IN LIFETIME CLIENT RELATIONSHIPS: While being independent is important in allowing me to utilize the most competitive products, the key success factor long-term is a client’s behavior. I believe strong client-financial professional relationships can make a big difference in the attainment of long term retirement goals.


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Copyright © 2007 - 2021 Parsonex Securities, Inc. All rights reserved. Member FINRA / SIPC. This site is designed for U.S. residents only. Parsonex Securities’ financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the products and services mentioned are available in every state.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund's prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Parsonex Financial Services is the marketing name for Parsonex Securities and affiliates. Securities offered through Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

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