Sergio D. Rodriguez, CFP®
Senior Financial Planner
Executive Wealth Advisor
Mobile: 610.674.9313
E-mail: srodriguez@maltinwealth.com
Sergio is a Certified Financial Planner™ professional who is passionate about guiding clients as they navigate their financial journey. He believes successful financial planning is built on strong relationships, thoughtful guidance, and a personalized approach to each client's unique circumstances.
Before joining Maltin Wealth, Sergio gained valuable experience at Cornerstone Advisors Asset Management and Vanguard's Flagship Services department, where he worked with high-net-worth clients on investment and financial planning matters. These experiences shaped his client-first approach and commitment to delivering thoughtful, personalized guidance. Sergio stays current on financial planning strategies and market trends to provide clients with informed, up-to-date advice.
Outside of work, he enjoys learning to play the guitar, reading about personal finance, playing basketball, and the strategic challenge of chess. His favorite travel destination is the Dominican Republic, where he enjoys spending time with family and experiencing the local culture. Sergio also volunteers with Proyecto de Vida, an organization that supports Hispanic families through food assistance, counseling, and basic financial education, reflecting his commitment to giving back to the community.