Evan Rodriguez
Youngstown

1 University Plz

Youngstown, OH 44555

+1 (330) 790-0343
erodriguez@capitalwealth.com

About Evan Rodriguez

Evan Rodriguez is a seasoned Financial Advisor based in Youngstown, OH. With 8 years of experience in the industry, Evan has established himself as an expert in providing sound financial advice to clients. He holds a CTFA (Certified Trust and Fiduciary Advisor) certification, ensuring his expertise in trust and fiduciary services. In addition to his extensive knowledge in the field, Evan possesses a genuine passion for helping individuals achieve their financial goals. Outside of work, he finds solace practicing yoga and indulging in DIY projects. During his leisure time, you can find him immersed in the world of video games.

Insights

April 17, 2023

Navigating Regulatory Changes in the Financial Industry

Stay ahead of the game in the financial industry by mastering how to navigate regulatory changes. In this informative blog post, we explore the significant impact that regulatory updates can have on businesses and individuals. Discover practical strategies and expert insights to adapt to these changes, ensuring compliance and minimizing risk. Embrace the opportunity to stay current with regulations and maintain a competitive edge in the fast-paced world of finance. Navigate regulatory changes confidently with our comprehensive guide.

February 1, 2023

The Art of Risk Management in Investing

Discover the intricate world of risk management in investing. Dive into the art of understanding and mitigating risks to maximize investment outcomes. Gain insights from industry veterans as they share strategies for effective risk management. Explore the importance of thorough research, diversification, and disciplined decision-making in navigating the unpredictable nature of investment markets. Elevate your understanding and be well-equipped to make informed decisions that balance risk and reward in your investment journey.

August 26, 2023

The Future of Work: Implications for Investors

Discover how the future of work is impacting investors and their strategies. Gain insights into the evolving landscape and its potential implications for investments. Explore key trends, technologies, and industries that are shaping the way we work, and learn how investors can adapt to these changes to maximize opportunities. Stay ahead of the curve with this insightful exploration of the future of work and its impact on investment decisions.

August 7, 2023

Wealth Management Strategies for High Net Worth Clients

Discover effective wealth management strategies tailored for high net worth clients seeking to protect and grow their assets. Delve into the intricacies of diversification, tax planning, estate planning, and investment options to optimize financial success. Learn from experts in the field as they share insights and practical tips to help high net worth individuals navigate the ever-changing landscape of wealth management. Uncover innovative approaches that align with your unique goals and circumstances, ensuring a solid foundation for long-term prosperity.

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Let's Talk

We feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work with you to help your wealth support your continued prosperity over time.

+13307900343
erodriguez@capitalwealth.com
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