John C. Rodriguez, CFP®
Vice President, Client Service Manager
John C. Rodriguez, CFP® is Vice President, Client Service Manager at Element Pointe Family Office, where he is responsible for overseeing the client service team and working with the firm’s executives and advisors in all operational and client service matters, including communications with clients, custodians, and service providers. Prior to joining Element Pointe, John spent nine years at Bank of America Merrill Lynch, where he most recently held the position of Financial Solutions Advisor. In this role, he was responsible for working with clients to address their retirement and investment goals. John holds an MBA from Florida International University, and a Bachelor of Science in Criminology from Florida State University. He is a CERTIFIED FINANCIAL PLANNER™ professional.
