Invest with Confidence

Sergio Rodriguez began his career in the field of Banking on August, 2004 as Loan Officer Assistant via an Internship with Amistad Bank in Del Rio Texas while attending Southwest Texas Junior College. At the end of 2004 Sergio joined IBC BANK in Del Rio Texas as a teller. While working with IBC Bank, Sergio held positons as a new accounts Representative and Branch Manager. After obtaining his Associates degree on August 18th 2006, Sergio then moved to the city of San Antonio Texas and attended The University of Texas at San Antoino (UTSA) were he completed his Business Administration Bachelors Degree on May 9th 2009.  During Sergio's Final year at UTSA he received an offer to work for USAA Federal Savings Bank as a Mortgage Loan Processor where his duties included Originating, Processing, Underwriting and approved Conventional and VA loans for the military community all over the country. Although Sergio loved the field of banking, his passion from the beginning had always been Investment Advising/Financial Planning. With that said in 2011 Sergio was offered an opportunity to come back to his hometown and join what at that time was Compass Bank/BBVA Compass and now known as PNC BANK . This institution believed in Sergio's Passion that he wished  to achieve and hired him as a Sr. Preferred Relationship Manager were his duties included Mortgage Loans and dealing with a group of high net worth clients. They allowed Sergio to continue working and at the same time allowed him to study to obtain his Investment Licenses at his own pace. At this same time, Sergio alongside his lovely wife Elisa Rodriguez started an Income Tax/Bookkeeping Business from the living room of their own home. Sergio dedicated countless hours to his education and was able to obtain the following licenses /Certifications which include his Group 1 Insurance Investment License, Series 6 Investment License, Series 63 Investment License, Series 7 Invesment License, Series 65 Investment license and finally his CWS Certified Wealth Strategist Certification.   In 2013 Sergio left the retail side of the bank and was introduced as the New Investment Officer for Del Rio Texas and Eagle Pass Texas Market. He managed the investments accounts for 5 Bank Branch locations for the next 9 years of his career. With passing time, Sergio's Longterm goals changed as both his Investment book of Business and the family owned Income Tax Business continued to grow, and started exploring Independent Advisor opportunities with other Broker Dealers that would allow him to combine both Investment Advisory Business and Income Tax Preparation/Bookeeping Business together. On August 2022 Sergio Rodriguez left PNC INVESTMENTS and joined AVANTAX WEALTH MANAGMENT as an Independent Investment Advisor out of his Del Rio Texas office now known as RODRIGUEZ WEALTH MANAGMENT .  

Elisa Rodriguez began preparing Income Tax Returns in 2011 alongside her husband Sergio Rodriguez. Together they formed RODRIGUEZ INCOME TAX & NOTARY SERVICE.  Elisa graduated from Southwest Texas Junior College with an Associates of Applied Science in Computer Information Systems with MAGNA CUM LAUDE Honors while being part of the DEANS List for each of her semester she attended. She received a Microsoft Office Specialist Certification on November 29 2021.  Elisa oversees all office operations, IT Support and continues to prepare Income Tax Returns. Elisa also serves as an Investment Assistant to Mr. Sergio Rodriguez

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