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Rodney Suzuki is part of the Pacific Advisors team in the San Francisco Bay Area, California. He specializes in advanced financial strategies for professionals and business owners. He works with clients to empower them by providing innovative methods to mitigate financial risk and plan for their futures. Rodney starts by gathering a full understanding of each client’s unique vision for their lives and what is important to them. He builds upon that knowledge by getting a complete picture of their existing financial strategies and identifying pitfalls and inefficiencies. Rodney works extensively with his clients to formulate a specialized approach to mitigate financial risk and orient them towards reaching their financial goals now and going forward.
Rodney guides his clients through a decision-making process across three distinct strategies:
• Protection - to plan for the unexpected
• Sufficiency - to plan for the expected; and
• Surplus - to plan for more than the expected.
These three strategies come together to form a customized plan that can help lead to lifelong financial success and confidence.
Rodney stays engaged with his clients throughout every step of the financial process, helping provide them with the tools, knowledge, and resources they need for success. He commits to building long-term professional relationships and friendships with many of them. He strives to increase his knowledge by keeping up with the latest developments in the financial world so that he can continue to provide the best personal service to his clients. Rodney highly values family, faith, education, and community. He supports several charitable and civic organizations, such as Christ United Presbyterian Church, the Japanese Community Center of Northern California, and the San Francisco Night Ministry. When he is not working with his clients or in the community, he enjoys playing basketball. He also enjoys traveling with his wife and two daughters at UC Davis and is always considering where he would like to travel next.
A good life in any moment is simple to enjoy; a good life for the rest of our lives requires a plan.
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Complex strategies require advanced strategies, complex coordination, and specialized knowledge. At Pacific Advisors, we have implemented some of the most effective strategies for advanced asset protection and transfer, as well as maximization of assets and income. To accomplish this, we bring together your trusted professionals and our team of specialists to design strategies optimized for your unique situation.
Rodney Suzuki is a Registered Representative and Financial Advisor of Park Avenue Securities. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. CA Insurance License Number - 0H08520.