James Rodriguez
CFP, CPA · Rodriguez Financial Group
About James Rodriguez
James Rodriguez combines his CPA and CFP expertise to deliver integrated tax and financial planning for small business owners and high-income earners in Southern California. With 15 years of experience, he helps entrepreneurs optimize business structure, minimize taxes, and build long-term wealth. His dual credentials give clients a unique advantage in navigating complex tax situations.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $100,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Tax Planning
Minimize your tax burden with strategic planning, tax-loss harvesting, Roth conversions, and year-round tax optimization.
Small Business
Navigate business finances with guidance on entity structure, payroll, business succession, and retirement plans for owners.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Why Choose James?
15+ Years Experience
Proven track record serving clients since 2011
2 Professional Credentials
Holds CFP, CPA designations
94 Client Reviews
4.8/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with James has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
James is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with James for over 5 years and they have consistently delivered excellent advice. Their expertise in Tax Planning has saved us thousands.
Location
Los Angeles, California
Map integration available on request
Request a Free Consultation
Connect with James to discuss your financial goals. In-person or virtual meetings available.
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