Client Advisory

Biography

Valeria Rodriguez is an Associate in the Park Avenue office. She works to support high-net-worth individuals and international families by providing investment management and financial advisory services.

Prior to joining Cerity Partners, Valeria interned in the firm’s San Diego office and worked as an Operations and Marketing Coordinator at OBA – Orígenes de Baja in Tijuana, Mexico. These roles helped her develop a strong foundation in client service, international business operations, and marketing strategy. Valeria is fluent in Spanish and French, which enhances her ability to serve diverse international clients. She earned her Bachelor of Business Administration from the University of San Diego, where she double majored in Marketing and Finance.

In her spare time, Valeria enjoys cooking, horseback riding, traveling, and spending time with friends and family.

Education

  • BA University of San Diego: Double Major in Marketing and Finance

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