Roger Rodriguez

Roger joined URS Advisory in 2021, bringing over a decade of experience in banking and financial services. His career includes roles at Prudential Insurance and Wells Fargo, where he excelled as a Personal Banker. With additional expertise in Medicare and property insurance, Roger offers a well-rounded perspective to the URS Advisory team, helping clients navigate their financial journeys with confidence.

Roger plays a key role in supporting clients behind the scenes—assisting with paperwork, managing follow-ups, and ensuring every detail is handled with care. He also helps clients explore and select Medicare plans that align with their broader financial strategy, making what can be a confusing process feel manageable and clear.

Born in the Dominican Republic and raised in Orlando, Florida, Roger later settled in Reading, Pennsylvania, with his wife, Carolina, and their miniature schnauzer, Rita. In 2015, they relocated to Florida to build their family and are now proud parents to three sons—David, Franco, and Niko. Roger enjoys traveling and spending time outdoors with his family. Passionate about financial success, he is dedicated to guiding clients toward their goals with expertise and compassion.