Claudia Frances Rodriguez
Investment adviser representative at Falcon Wealth Planning, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Falcon Wealth Planning, LLCApr 2026 to now
- Horizon FinancialMar 2021 to Mar 2026
- Commonwealth Financial NetworkMar 2021 to Feb 2026
- Edward JonesJun 2016 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (CA, MI, TX).
Falcon Wealth Planning, LLC
$2BAssets managed
1,611Clients
23Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6662094
- Firm CRD
- 174092