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Rudy Najera

Rudy Najera

Financial Consultant

Rudy Najera is a financial representative with LPL Financial. He has over 25 years of professional services experience. Rudy’s philosophy is to work with clients to provide financial guidance that covers all aspects of their financial lives. He meets with clients personally to identify their goals, objectives, and current financial needs. He listens to how they feel about money, how much risk they wish to tolerate, their fears about money and their desires. After assessing their needs, he develops a diversified investment/estate conservation portfolio that's most suited for their particular goals and desires. Once a client’s account is established, he continues to monitor their portfolios to help them pursue their individual goals. Rudy does not offer advisory services.