Pamela Rodriguez | Wealth Management Financial Advisor

Vice President, Financial Advisor Favorite Book or MovieThe Purpose Driven Life by Rick Warren Ideal Dinner GuestMother Teresa, Princess Diana, and my grandmother Words to Live ByLive every day as if it’s your last Qualities I Admire in PeopleHonesty, humor, and loyalty Financial Advisors Pam joined CAPTRUST in 2022 and serves as a vice president and financial advisor. She works with individuals and couples by supporting their ongoing wealth management needs and advising them through the many changes life throws their way. She brings ten years of experience to the firm and was most recently the founder and financial advisor at Fulfilled Finances LLC, a small, Sacramento-based fee-only RIA. Pam is an avid volunteer and a recurring Social Security presenter for AARP. She is a member of the Investopedia.com and TheBalance.com Financial Review Board, as well as the current treasurer for the Financial Planning Association of NorCal. She holds a Bachelor of Science degree in financial planning from Liberty University. Pam has also completed the Chicago Booth CIMA Education Program and is currently enrolled in the Certified Divorce Financial Analyst program at the Institute for Divorce Financial Analysts. Outside of work, Pam enjoys spending time with her daughter, London, and finding new places to travel. Education Bachelor of Science degree in financial planning from Liberty University Industry Designations CERTIFIED FINANCIAL PLANNER™ (CFP®) Industry Involvement Board member, Investopedia.com and TheBalance.com Financial Review Board Treasurer, Financial Planning Association of NorCal View All News and Resources
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