Opie Rodriguez is a Financial Advisor with Fortis Lux Financial. He and his team guide clients through a holistic approach, with an emphasis on financial strategies that help people reach both their short and long-term financial goals.
After spending more than 15 years working with some of the most talented digital advertising professionals in the media industry, Opie decided to embark on a career within financial services to make a positive impact in his community. He views his role as an educator first and is passionate about providing opportunities for financial success to all those who seek it.
Opie understands the importance of establishing a solid financial foundation and the effect it can have when navigating life’s milestones. He works in partnership with his clients to deliver customized strategies that help them achieve their unique financial goals. Whether their objectives are retirement income planning, investment planning, legacy and estate planning, protection planning, or college funding for children or grandchildren; he strives to give each client comprehensive, individualized attention, sound recommendations, and superior service throughout their lifetime.
Opie is a graduate of The State University at Purchase College with a Bachelor of Arts degree in Economics and currently resides in Westchester, NY with his wife and two young children.