Sergio D. Rodriguez

CFP®

Consultant

EXPERIENCE

Sergio joined Cornerstone in 2020 as a Consultant after 4 years of working with high net-worth clients at Vanguard. Most of Sergio’s time is spent developing new business and working with retirement plan participants, private wealth, and insurance clients. Sergio is passionate about sharing his financial planning knowledge to underrepresented communities. He has spent time working with Spanish-speaking participants and enjoys assisting them in reaching their retirement goals. In his spare time, Sergio can be found playing basketball at the local YMCA, playing chess, spoiling his nieces and nephews, or traveling. His favorite place to travel is to the Dominican Republic- a trip he tries to make annually. Sergio graduated from Bloomsburg University with a B.S. in Finance with a concentration in Financial Planning. While at Bloomsburg, he served as the President on the Executive Board of the Alpha Chi Rho Fraternity. Sergio has volunteered at Cradles to Crayons, Proyecto De Vida, Generation Next, and is a contributor to the Hispanic Center Lehigh Valley. Additionally, he is a CFP® and is a member of the Financial Planning Association®.