Jacob Rodriguez

CUSO Financial Services, L.P.

Jacob has been in the financial services industry since 2017.  He has experience in banking, risk analysis and accounting. He graduated from William Jessup University with a B.S. in Finance & Accounting. As a Wealth Team Associate he partners with our CFS* Wealth Advisors to address specific client needs and service matters that helps round out our Wealth Management group available through CFS*.

Phone (650) 562-1251