SARAH RODRIGUEZ • FPQP®
CLIENT RELATIONSHIP MANAGER
Sarah’s journey started with a passion and love for people and seeing them reach their best potential. Little did she know that working in the finance industry for more than half of her adult life would be the road to fulfilling that dream.
“It’s all about relationships and caring about what’s important to people. Servicing the client properly means paying attention to the details,” she shares.
While growing up, she moved frequently but had a strong work ethic instilled by her parents that followed her everywhere. Upon graduating from Kent State University with a bachelor’s degree in public relations, she ventured out to Central America where she ended up living, serving children, teens and adults, and teaching at a bilingual school for thirteen years.
“I wouldn’t change anything about all the seasons in life that I’ve experienced,” she says. “Each season provides opportunities to learn and evolve, shaping who we become.”
Since working with CORE, Sarah obtained her designation as a Financial Paraplanner Qualified Professional, FPQP® and is currently studying for the Series 65 exam.
She’s motivated by staying true to herself and believes that confidence leads the way.
In her free time, she loves trying new things, whether that be new recipes, destinations, family activities or volunteering in the community.
She and her husband Gus have been married since 2009. They reside in Lakeland with their two children, Maddie and Owen.