CV Financial Services and Wealth Management is dedicated to
providing the highest level of advice and service in the areas of Investment
Management, Insurance Protection and Estate Planning.
For over 20 years, Sean Rodriguez, Founder and LPL Registered Principle, has
been implementing financial solutions tailored to meet the unique needs of
hundreds of clients.
Highly experienced and completely independent, our advice is based solely on
the best interest of our clients. We listen to your objectives, analyze your
situation and only then are we able to make recommendations based upon your
stated financial goals.
Securities and Advisory services offered through LPL Financial Member FINRA / SIPC CA Insurance License #0771428
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servicearea
Proudly serving Glendale, La Canada, La Crescenta, Pasadena, Greater Los Angeles
contactus
Sean
Rodriguez
CV Financial Services
515 S. Flower Street, 36th Floor
Los Angeles, CA 90071
If you prefer, indicate your needs in the form below and I will contact you to let you know how I can help.
aboutme
After graduating with a B.S. from Loyola Marymount University, I entered the Financial Services industry and have been helping clients pursue their financial goals for over 20 years. I am married to my college sweetheart, Kimberly and we have two wonderful children, Cailen (12) and Conner (10). On my off time, I am a member of several organizations, am currently the President of Foothill Little League and coach both baseball and softball. Given the opportunity, it would be my honor to assist you with your financial goals and objectives.
The National Care Planning Council is dedicated to helping families recognize the need for long term care planning and to helping implement that planning.
Integrity, honesty, and a genuine concern for those who are in need of (or may need) long term care are at the heart of our services.