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Rudy Najera

Rudy Najera

Financial Consultant

Rudy Najera is a financial consultant with LPL Financial and Co-Founder of Market Square Advisors. He has 30 years of professional services experience providing financial services. Rudy’s commitment is to address and design a personal economic techniques to address each client’s concerns and needs to pursue their long-term financial goals. Rudy’s strength is developing a diversified investment and estate conservation portfolio that is tailored to each client’s goals and desired outcomes. Born and educated in Los Angeles at the University of Southern California, California Polytechnic University earning a Bachelor’s Degree in Business Administration and a minor in Finance & Marketing. He resides in with his wife Krystyna for the past 15 years in beautiful Roanoke, Virginia.

 

Professional services

Estate Conservation Strategies

Products and Services for Retirement Planning

Life Insurance

Financial Needs Analysis

Personal and Business Insurance

College Funding

 

Professional Qualifications

Life & Health Insurance License

Series 6 Securities License (registration held with LPL Financial)

Series 63 Securities License (registration held with LPL Financial)

Member of Million Dollar Round Table (MDRT)

Rudy does not offer advisory services.