About Kristin Michel Rodriguez

With over 25 years of experience in financial services, Kristin brings a wealth of knowledge to her clients. An advocate of long-term, sustainable solutions for clients, businesses, and communities, Kristin specializes in designing sustainable investment portfolios for her clients.  

Kristin’s clients benefit from her past experience with two mutual fund companies, an insurance company, a national bank and credit card firm, and a research institution. She is a Registered Representative with Cambridge Investment Research, Inc., a Broker/Dealer, and an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. She has her Series 7, 24, 65, and 66 registrations, as well as life/health licenses in multiple states. She holds a Master of Science degree in Economics and is a member of Phi Beta Kappa.

Kristin is a strong advocate for women and in the past served as President of the Women Business Owners of Montgomery County, MD. She is also an advocate of greater financial education in the community and has given talks in association with the National Endowment of Financial Education (NEFE). Kristin and her husband are residents of Rockville, Maryland. She is a ceramic artist and enjoys spending time outdoors in her sustainable, pollinator garden.

https://www.symphonyfinancial.net/

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Federally Registered Investment Adviser. Cambridge Investment Research, Inc. and Symphony Financial are not affiliated.