Ramón Rodríguez, CFP® in

Ramón Rodríguez, CFP®

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Field Director at Northwestern Mutual
📍 Los Angeles, California, United States

Ramon Rodriguez is a CERTIFIED FINANCIAL PLANNER® and Field Director at Northwestern Mutual. An alumnus of Florida International University, he specializes in guiding professionals, bilingual households, and first-generation wealth builders. People who have worked with him describe him as trustworthy, a careful listener, and someone who respects their financial goals.

A first-generation immigrant from the Dominican Republic and a cancer survivor, Ramons personal experiences deeply shape his work. He is married to Casey, and they have a daughter and son. He is passionate about family and community, volunteering with his team at the YMCA at Ketchum DTLA.

His transition from a decade-long career in holistic health as a massage therapist to financial planning gives him a unique perspective on client well-being.

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Experience
18 Years
Current Role
Field Director
Job Level
Mid-senior
Location
Los Angeles, California, United States
Personality Overview

How Ramón shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Ramón cares about

First-Gen Wealth
As a first-generation immigrant, he is passionate about helping similar families build a secure financial future, inspired by his own family's story.
Holistic Planning
Leverages his decade of experience as a massage therapist to inform a financial planning approach that considers a client's overall well-being.
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Career

Work history

1-2024
Field Director
Northwestern Mutual
6-2021
Financial Advisor
Northwestern Mutual
8-2020 - 6-2021
Financial Representative
Northwestern Mutual
2011 - 2020
Holistic Health Practitioner
Self Centered | Charles River Dynamic Massage & Bodywork | Etnaí
2009 - 2010
Account Executive
Southwest Strategies Group
In the press

Media appearances

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Education
2004 - 2009
Bachelor of Science | Bachelor of Arts
Florida International University
2010 - 2012
Holistic Health Practitioner
International Professional School of Bodywork
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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