Jennifer Rodriguez, CFP®, ChFC®
Retirement Planning Director
About Jennifer
Jennifer Rodriguez serves as Meridian's Retirement Planning Director, bringing 18 years of dedicated experience in helping clients navigate one of life's most significant financial transitions. With her comprehensive approach to retirement planning, Jennifer has become a trusted advisor to over 500 families seeking to build sustainable retirement income strategies and secure their financial futures.
As a Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®), Jennifer combines advanced credentials with practical expertise to address the multifaceted challenges of retirement planning. Her holistic methodology encompasses income planning, Social Security optimization, healthcare considerations, and legacy planning, ensuring that every aspect of her clients' retirement years is thoughtfully addressed.
Jennifer graduated summa cum laude from Georgetown University with a degree in Economics, where she developed a deep understanding of financial markets, economic principles, and wealth management strategies. This strong academic foundation, combined with nearly two decades of hands-on experience, enables her to craft sophisticated retirement solutions tailored to each client's unique circumstances and goals.
Areas of Expertise
Income Planning
Creating sustainable income streams to support your retirement lifestyle
Social Security Optimization
Maximizing your Social Security benefits through strategic claiming strategies
Tax-Efficient Strategies
Implementing withdrawal strategies that minimize tax burden in retirement
Healthcare Planning
Addressing Medicare, long-term care, and healthcare cost considerations
RMD Planning
Managing required minimum distributions to optimize tax efficiency
Legacy Planning
Coordinating estate planning strategies to preserve wealth for future generations
Professional Credentials & Recognition
Certified Financial Planner® (CFP®)
The gold standard in financial planning certification
Chartered Financial Consultant® (ChFC®)
Advanced designation in comprehensive financial planning
Jennifer is a recognized thought leader in retirement planning, frequently speaking at retirement planning seminars where she shares her insights on navigating the complexities of retirement income strategies, Social Security optimization, and tax-efficient withdrawal planning. Her presentations have helped hundreds of pre-retirees and retirees make more informed decisions about their financial futures.
Her expertise has been featured in retirement planning guides published by major financial institutions, where she has contributed articles on topics ranging from healthcare cost planning to legacy preservation strategies. Jennifer's practical, client-focused approach has made her a sought-after resource for both individuals approaching retirement and those already enjoying their retirement years.
Beyond her client work, Jennifer serves on the board of the local chapter of the Financial Planning Association, where she contributes to advancing the financial planning profession and promoting best practices in retirement planning. Her commitment to professional excellence and continuous education ensures that her clients benefit from the latest strategies and insights in retirement planning.
18 Years of Excellence
Helping over 500 families achieve retirement security