Richard M. Rodriguez


    Focus: Insurance Strategies, College Funding Strategies, Financial Education

    Languages: English

    I am a University of Kansas business school graduate with a Bachelor of Science degree in Finance. I joined Synergy Wealth Solutions, a general agency of MassMutual, which is one of the oldest and largest life insurance companies in the United States.

    As a Kansas City native, I strive to make a positive impact and to help the community which is why I became a financial services professional. Synergy Wealth Solutions' services allow us to serve all of our clients' needs ranging from life insurance, retirement & long-term care as well as strategies for employers and business owners. At Synergy Wealth Solutions, we provide customized strategies and offer products from hundreds of leading investment and insurance companies. Our goal is to provide the highest level of service available through helping clients identify and prioritize their financial objectives. Resourceful, Evaluative and Maximizing are all terms that fit the description of the team here at Synergy Wealth Solutions.

    Beyond the scope of my professional career, I find joy in the time I get to spend with family and friends. Some hobbies of mine include hiking, biking, skiing, golfing, and tennis.

    Education

    University of Kansas - Bachelor of Science in Finance

    Hobbies

    Golfing
    hiking
    skiing

    Affiliations & Memberships

    Alumni of Alpha Tau Omega

    See Richard’s Licenses and Disclosures

    Contact Richard

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    Synergy Wealth Solutions - Kansas City

    Satellite Office

    10975 Benson Drive Suite 350
    Overland Park, KS 66210

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    CRN202208-269108