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Cindy Rodarte, FPQP®

Financial Paraplanner Qualified Professional®

Cindy Rodarte

Cindy

Cindy Rodarte has been in the financial industry for over 25 years.

She currently works as a client services assistant and is the smiling face you see when you first walk in the door.

Her friendly personality along with her commitment to our clients makes her an important part of the IWA family.

Cindy is proud to be an Ojai native and has worked hard to be able to raise her daughter here. Free time is spent with her daughter and the family dog.

What does wealth mean to you?

True wealth, to me, means having the freedom to choose how you spend your time, the ability to support the people and causes you care about, the opportunity to create rather than just survive, and the capacity to give without expecting anything in return.

What inspires you about your work?

What truly inspires me is that every day I get to work alongside a team whose main focus is helping others achieve their financial goals. Being part of that mission motivates me to provide the support and organization that makes it possible.

What’s a fun fact about you?

I enjoy junk journaling; it’s relaxing and allows me to be creative. I can sit down at my desk with a blank sheet of paper and write whatever’s on my mind, or sometimes just let the page be quiet. I love decorating the pages with whatever inspires me in the moment, which is usually something flowery, bright, and happy. Over time, I’ve filled notebooks with these little pieces of creativity and reflection, and each one feels like a personal treasure
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We are a local independent financial planning and investment management firm, focused on one goal – helping you make wise financial decisions.
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196 S Fir St, Ste 140
Ventura, CA 93001
Phone: (805) 339-0760
Ojai
205 S Signal St,
Ojai, CA 93023
Phone: (805) 646-3729
CA Insurance #0573099, #0575624
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Integrity Wealth Advisors is a Registered Investment Adviser. This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Integrity Wealth Advisors and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by Integrity Wealth Advisors unless a client service agreement is in place.
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