Jacob  Rodriguez

Jacob Rodriguez

Financial Operations Associate

Jacob joined SPFA as the financial operations associate. He specializes in client relations and all aspects of investment operations functions. He is the primary contact at SPFA for account servicing requests and operation processes. Being a part of the team, Jacob’s main responsibilities include tending to the needs of clients enhancing their overall experience with SPFA, producing quarterly investment reports, and managing billing systems.

Jacob's deep passion for personal finance prompted him to study and receive his Business Administration, B.S.: Finance Concentration from California State University East Bay in Hayward, California where he attended all four years. 

Jacob grew up in Dublin where he played football for the Gaels during all four years of high school. He simultaneously maintained academic excellence and was awarded various academic recognitions, such as principal's honor roll and scholar-athlete titles.

Outside of work, Jacob enjoys spending time with his family, playing basketball, and traveling.

To schedule a meeting with Jacob, click here: Schedule a Call with Jacob