Milton Rodriguez is a Certified Financial Planner™ that enjoys working with small business owners to meet their long term financial goals. After joining Mofrad Financial Solutions in 2017, Milton has represented clients through IRS and State Audits, participated in investment portfolio reviews, and worked with clients on long term goals-based financial wellness. Milton also maintains an Enrolled Agent designation and has received a Master's of Science in Taxation from California State University, Northridge.
Certified Financial Planner (CFP)
Enrolled Agent (EA)