Karina Rodriguez
Client Success Associate
SUMMARY
- Over a decade of experience in financial services, including leadership as an Operations Manager at a prior LPL branch.
- Deep understanding of client and business operations with a focus on delivering seamless, service-driven experiences.
- Passionate about supporting others, staying active, and spending quality time with family.
(949) 393-2002 ext. 107
Karina is a Client Success Associate at Revant Wealth, bringing over a decade of experience in the financial services industry. Prior to joining the team, she served as an Operations Manager at an LPL branch office while also supporting advisors in a senior sales assistant role. Karina’s extensive background gives her a deep understanding of the operational challenges that clients, their families, and their businesses may face. She is committed to delivering a seamless and attentive client experience.
Karina is an Arizona native and currently resides in Surprise, Arizona with her husband, Joseph. Outside of work, she enjoys spending time with her family, traveling, staying active, and watching sports.
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