Beverly Hills, CA
Pamela Rodriguez
Pamela Rodriguez
Division Manager
Phone: 310-557-9850
Fax: 310-557-8978
Pamela Rodriguez, BFA
Division Manager, Independent Capital Management
Pamela Rodriguez is a Behavioral Financial Advisor and the Division Manager for the Independent Capital Management office in Beverly Hills. For over 18 years, she has guided clients as both a financial advisor and investment advisor representative, with a particular passion for empowering smart, professional women to use their wealth as a tool to pursue their great big dreams.
While Pamela and her team firmly believes that money doesn’t buy happiness, they recognize that it can provide the freedom, experiences, and opportunities that help clients create meaningful, impactful lives. She works closely with leaders and families nationwide, offering attentive, compassionate guidance and crafting customized wealth management strategies. Whether helping clients start a business, buy a house, send their children to college, or travel the world, Pamela remains deeply committed to demonstrating how thoughtful financial planning can elevate one’s quality of life.
A strong advocate for early financial literacy, Pamela prioritizes including her clients’ children and grandchildren in age-appropriate financial conversations to help them build a health foundation for their own financial futures. She also teaches multiple financial workshops through Cerritos Community College, including an introductory course for designed specifically for teenagers, and volunteers as a mentor with Invest In Girls, a program of the Council for Economic Education.
Pamela earned her Bachelor of Science in Business Administration from Pepperdine University, where she embraced the university’s philosophy that “spiritual commitment, tolerating no excuse for mediocrity, demands the highest standards of professional excellence.” She continues to live out that value in her work, her leadership, and her dedication to helping others align their money with their purpose.
Securities and Investment Advisory Services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance offered through ICM. ICM is not affiliated with Osaic Wealth. ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM.
Ca. Insurance # 0F81687
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Michael Wegge
Michael Wegge, CFP
A Legacy of Financial Empowerment
Years ago, my grandmother heard that she should set aside money that could be there for her grandkids in those days instead of being content with letting men or anybody else make their decisions for her, she worked with financial professionals to put a plan in writing so that their grandchildren could go to college debt free. Here she was, a woman ahead of her time who set up the legal, familial and financial framework of a legacy, years before I even went to college. Witnessing this visionary approach and how her investment grew ignited my passion. It inspired me to dedicate my career to helping other families grow, protect, and thoughtfully give away their wealth, just as she did.
Your Partner in Financial Strategy
Today, I am a financial CEO who runs a business to create inspiring financial strategies for my clients. My significant achievements are having so many loyal clients who have been with me for 10, 20 and even 30 years. The true reward comes from seeing my clients achieve their goals, whether it's building their ideal businesses or alleviating their most pressing financial concerns.
My undergraduate double major in Psychology and Spanish, combined with my CFP® and CLU® certifications, allows me to offer a comprehensive and empathetic approach to financial planning. My team and I deliver excellence across the full spectrum of financial needs, from savvy investment management and robust insurance solutions to get your entire financial house in order. We're here to ensure your financial future is not just secure, but truly inspiring.
Securities and Investment Advisory Services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance offered through ICM. ICM is not affiliated with Osaic Wealth. ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM.
