Cindy Rodarte

FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL®

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. She 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.

The IWA Team

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Our Core Values

THOUGHTFUL INDEPENDENT FIDUCIARIES

Our clients have placed us in a position of trust and we take that duty seriously. As fiduciaries for our clients, it means we follow a high fiduciary standard of care that requires us to put your interests above our own.

YOU CAN TRUST THAT WE WILL ALWAYS:

Act in your best interest
Be transparent about costs and fees associated with our services
Disclose any conflicts of interest that may be present when providing recommendations
Help you understand all of the options available to you
Provide prudent investment advice
Avoid high cost or high commission products
Be truthful with you about the risks you take when investing

If you are worried that the advisor you are currently working with may not be acting in your best interest, schedule a meeting with us and get a second opinion. The initial consultation is complimentary and it may help put your mind at ease.

Cindy Rodarte

The IWA Team

Stephen H. Wagner

Doug Ecker

Bob Cheatham

Gavin Jamroz

Sarah Waters

Cindy Rodarte

Jessica Hawley

Sharon Medina

Laine Miller

Our Core Values

THOUGHTFUL INDEPENDENT FIDUCIARIES

Ventura

Ojai

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