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Diverse Supplier Spotlight: Rodriguez Financial Strategies helps prepare clients for a great future


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by connxus on October 26, 2012


After decades of military service, Jose “Rafi” Rodriguez, a retired U.S. Air Force Colonel, decided to dedicate phase II of his professional life to helping people fund their dreams.

Rodriguez dedicated over 25 years working on research, development and program management of weapon systems in the Air Force. After retirement, he took his skills to the financial services sector.

“In the military I was doing a lot of planning related to weapons systems, but I found what I did in the military was very analogous to financial planning,” Rodriguez tells ConnXus. “I thought, ‘What if I could do what I did for the military for fellow human beings and business owners. I can help them plan for success.”

Rodriguez spent several years as a financial planner for First Command Financial Services and Smith Barney, before venturing out on his own. He started Rodriguez Financial Strategies, located in the Dayton, Ohio, area in the spring of 2009.

Rodriquez is licensed in Ohio, New Jersey, Florida, Texas and Puerto Rico where his clients live, and a member of the National Association of Insurance and Financial Advisors. He offers a variety of financial planning services for families and individuals, including:

  • Cash Flow
  • Budget and Net Worth Analysis
  • Retirement Planning
  • College Savings
  • Wealth Management
  • Employee Benefits and more

“I really work to form deep relationships with individuals and business owners. I’m not here to sell products but to be a trusted partner to help people through a myriad of financial challenges,” Rodriguez says. “My goal is to build long-lasting relationships, so people can pursue things they are most interested in in life.”

Being part of the community is also important to Rodriguez, former director of the Ohio Hispanic Chambers of Commerce. He’s also a Dayton Hispanic Chamber senior advisor and a Miami Valley Council, Boy Scouts of America board member. He also supports Dayton Area Red Cross, League of United Latin American Citizens (LULAC) Ohio and Culture Works.

“It’s really important to be involved in the community. Today there’s a lot of distrust in the financial services industry. This is a way of letting people know who you are. I think its a great way to build trust,” he says.

ConnXus helps grow small, woman- and minority-owned businesses by connecting them to Fortune 2000 corporations seeking a competitive edge through supplier diversity. Learn more at connxus.com

Posted in: ConnXus member news, ConnXus Supplier Diversity Success Stories, Financing & Capital, Tips for Veteran-Owned Businesses, Top ConnXus Diverse Suppliers




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Rod Robinson

The ConnXion Point is the blog for connXus.com, an online service connecting small, minority- and woman-owned businesses with companies seeking to hire diverse suppliers.

I'm Rod Robinson, founder and chief connector of connXus.com. I've spent 15 years in the procurement business as a minority business owner, company procurement officer and industry consultant.

The ConnXion Point will focus on issues, events and news about procurement and supplier diversity. So, whether you're purchasing or selling, we'll have information you can use. We also hope to facilitate a healthy, respectful exchange of viewpoints on issues surrounding supplier diversity and procurement.

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