Financial Planner
Phone: 201.215.3851
Mobile: 610.674.9313
E-mail: srodriguez@maltinwealth.com
Mobile: 610.674.9313
E-mail: srodriguez@maltinwealth.com
Sergio is a Certified Financial Planner™. He previously worked at Cornerstone Advisors Asset Management and at Vanguard in their Flagship Services department before joining Maltin Wealth. In his free time, he enjoys learning to play the guitar, reading financial articles, and playing basketball or chess. His favorite travel destination is the Dominican Republic, and he actively volunteers with Proyecto de Vida, an organization that supports Hispanic families by providing food, counseling, and basic financial guidance.