Julio Rodriguez

Julio’s goal is to help people achieve greater freedom in all aspects of their lives. He started working in financial planning in 2009, inspired by the positive effects of his own financial plan.

With six years of teaching experience, Julio has honed his ability to convey complex ideas in a way that’s easy for his clients to understand. His three-step approach involves identifying potential risk, developing strategies to protect and expand assets, and then creating a spending plan and timeline that lets clients enjoy life without worrying about their financial future or legacy.

Julio and his wife Jenn married on 11/11/11, and they have two children together. They live on the outskirts of the Dallas/Fort Worth metroplex. Julio attended Southwestern AG University, where he played baseball and earned a bachelor’s degree in secondary education, with minors in English, Spanish, and theology. He also holds an associate’s degree in mechanical engineering. Outside of work, Julio enjoys helping at his church, coaching and attending his kids’ sports events, working outside, taking batting practice, attending car shows and drag racing events, and listening to live music.

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