“It’s about helping people take the emotion out of money – it’s just a tool. Let’s help make it work for you.”
When it comes to developing sustainable portfolios, one of the things Kristin Michel Rodriguez looks forward to is getting to know future clients. With more than 25 years of experience in the financial services industry, Kristin’s journey has had many twists and turns. From education, theatre, and marketing, Kristin leverages her past career experiences to better serve her clients. Don’t miss this brand-new episode of Cambridge Stronger as Kristin unpacks why she believes communication is key, how she teaches her clients to use money as a tool, and how her passion for financial literacy impacts her community involvement.
Tune into Episode 188: Finding Strength in Each Other, as Kristin joins Cambridge CEO Amy Webber to discuss:
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.
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.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.