ABOUT US

Milton Rodriguez, CFP®, EA

(Founder)

Milton Rodriguez is an Enrolled Agent (EA) and a Certified Financial Planner™. He graduated from California State University, Northridge ("CSUN") with a Bachelor of Science in Business Management and Minor in Finance.

Milton began his professional career as a Client Relationship Manager for Bank of America Merrill Lynch, the wealth management division to Bank of America. He then joined H&R Block as a Tax Preparer and also as an Income Tax Instructor. In addition, he has worked with a CPA firm in Los Angeles.

Milton is devoted to the career of tax advising and financial planning. He understands the necessity for financial planners to have a fluid understanding of taxation. After seeing a deficiency in the advising industry for that knowledge, he has become a student of CSUN's Master of Science in Taxation program.

 

©2018 by Pacific Pier Tax Management.