Jairo Rodriguez Aleman
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family’s long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
Jairo Rodriguez was raised in Salinas, CA, and has called the Bay Area home since 2008. A former student-athlete at San Francisco State University, where he earned his B.A. in Sociology, Jairo learned early on the values of discipline, commitment, and perseverance—principles that continue to guide his career and life today.
Jairo began his career in financial services in 2019 with Northwestern Mutual, where he quickly recognized the importance of helping individuals and families build clear, personalized financial plans. Now, as a Financial Advisor, he partners with clients—including business owners, professionals, and families—to design strategies that align with their goals and provide long-term financial confidence. His mission is simple: to be a trusted resource and help clients achieve the security and lifestyle they envision.
Beyond his work, Jairo is passionate about giving back to his community. He volunteers at local high schools, coaching and mentoring student-athletes in wrestling, where he enjoys helping the next generation develop both athletic skills and life discipline.
He is Series 7 and 66 FINRA registered and holds the Chartered Retirement Planning Counselor™, CRPC™ designation. Jairo lives in Belmont with his dog, Belfi, and in his free time enjoys working out, running, football, hiking, attending concerts, discovering new restaurants, and long walks on the beach.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
