ABOUT US

Milton Rodriguez, CFP®, EA, M.S. in Taxation

Hello! I am an Enrolled Agent (EA) and a Certified Financial Planner™ who wants to help you meet your financial goals. Did I mention I also have a Master's in Taxation from California State University, Northridge? 

My mission is to take complex financial topics and make it digestible for you. Why? You already have a lot of things to worry about and trying to navigate the various areas of personal finance shouldn't be another chore for you.

My passion is working with clients to make their dollar go as far as it can. Let's get started!

 

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