Rodrigo Gomez

Financial Coach at TrustPlus

Rodrigo Gomez is a financial professional currently serving as a Financial Coach at TrustPlus since November 2024, following a similar role at Community HousingWorks. With experience in providing financial support to individuals facing various challenges, Rodrigo has developed expertise in financial planning through previous positions as an Extern at Amplified Planning and an Intern at St. Clair Financial, Equitable Advisors, Five Oceans Advisors, and Geometric Wealth Advisors. Rodrigo's foundational knowledge is supported by a Bachelor's degree in Business/Managerial Economics from the University of California, Santa Cruz, where involvement included a supervisory role during the student's tenure from December 2018 to June 2022.

Links

Previous companies

UC Santa Cruz logo

Org chart

This person is not in the org chart


Teams

This person is not in any teams