Rodney Suzuki

Financial Planner

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

I speak Japanese

About Rodney

When it comes to addressing your challenges and goals, working with a financial professional is a critical decision. The foundation of my philosophy is based on helping you realize your financial goals and helping you protect those who depend on you. I'll strive to maintain a strong relationship with you through different life stages. Together we'll review your needs and goals and make adjustments as necessary. And I will provide you with insurance rates and other information on your various options, so we can determine together the most successful solutions to your financial challenges.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Saving for Education

Paying for your child’s education without sacrificing your retirement can be a difficult balancing act. State-sponsored 529 plans are investment vehicles that let you make tax-free deposits for your child's future college costs. These common ways to save serve as just one tax-smart option to get you started. We’ll explore the right options for you.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Experience

Financial Advisor

MassMutual

May 2010 - December 2017 | San Francisco

The Prudential Difference

  • Variable Annuities: AZ, CA, WA
    Securities License: AZ, CA, WA
    Variable Life Insurance: AZ, WA(CA License #0H08520)
    Fixed Annuities: AZ, WA(CA License #0H08520)
    Life Insurance: AZ, WA(CA License #0H08520)

Rodney Suzuki offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Rodney Suzuki offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-201-6690

Check the background of this investment professional on FINRA’s BrokerCheck.