Claudia Rodriguez has been helping individuals and families achieve their financial goals for over a decade and is currently a Financial Planner at Falcon Wealth Planning. She is passionate about advancing financial literacy among young professionals and empowering women to take an active leadership role in their financial futures. She works directly with clients and partners with them on their comprehensive financial plan using tax efficient strategies.
Prior to joining Falcon Wealth, Claudia worked for an independent financial planning firm and prior to that Edward Jones where she took on several leadership roles for her Region, including Women Helping Other Women (WHOW) and supporting new financial advisors coming into the firm. Prior to becoming an advisor she worked as a controller and in commercial and residential lending for more than two decades.
Claudia holds a Bachelor of Applied Science degree and an MBA from Davenport University. She is also a Certified Financial Planner™ (CFP®).
Claudia lives in Traverse City, MI with her husband Brian and their rescue dog Stitch. She has two adult children, Zach who is an Electrical Engineer, and Cali, who is a Consumer Lender. She enjoys spending time with her family and being outdoors doing things such as boating, hiking, and golfing. She is also an avid Detroit sports fan.
