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Episode 240: Finding Your Path and Making an Impact

Jordan Rodriguez of Wernick Spear Wealth Managers

“A signal to me that I had a meaningful impact is when a client tells me or shows me that I had a meaningful impact.” — Jordan Rodriguez

In this episode of Cambridge Stronger, Jordan Rodriguez, financial advisor at Wernick Spear Wealth Managers, shares his journey into financial services and how mentorship, community involvement, and lifelong learning shaped his approach to client service. He reflects on the early guidance he received from mentors, the lessons learned from navigating complex client situations, and how these experiences continue to inform his work today.

Episode 240: Finding Your Path and Making an Impact covers:

  • Building meaningful client relationships
  • Leveraging referrals and credibility for business growth
  • Using technology to enhance service while keeping the focus on people

Tune in for insights on career growth, impactful client engagement, and thriving in today’s financial services landscape.

These testimonials are based upon an individual client experience and may not represent the experience of other customers, and should not be considered a guarantee or indication of future performance or success.

About Jordan Rodriguez

Financial Advisor, Wernick Spear Wealth Managers

Jordan prides himself on thinking deeply about the needs of his clients. He often speaks of the changes that the financial services industry is going through, and how he can stay ahead of those trends so that the individuals, families, and businesses he works with can achieve a superior experience.

Jordan holds FINRA Series 7 and 66 registrations as well as life, health, and disability insurance licenses in Ohio. He is also a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA®) who focuses on combining the individual components of a financial situation into a relevant and actionable plan.

 After receiving a bachelor’s degree in finance, investment and banking from the University of Wisconsin-Madison, Jordan returned to Cleveland and now resides in Bainbridge with his high school sweetheart-turned-wife, Kaylee, their newborn daughter, Maria, and their puppy (he won’t accept that she’s almost three) Lily.

 He is an avid chef that loves trying new restaurants and playing golf. Jordan makes time outside of work to get involved with the community. He has held leadership roles with several organizations across Cleveland like Recovery Resources, the Cleveland Foundation, and Believe in Dreams.

https://www.wswealthmanagers.com/

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Fixed insurance offered through various independent insurance companies. Wernick Spear Wealth Managers and Cambridge are not affiliated.

 

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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