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 20 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)