Megan L. Rodriguez is a Tax Planning Associate. She works closely with clients and the advisory team, with a focus on tax planning, to prepare and process any paperwork required to fulfill requests. She received a BA in Anthropology from the University of California, Santa Barbara and brings almost a decade of experience working in customer service, most notably from the hospitality industry. Megan grew up in California and obtained The Applied Accounting Certificate through the University of California, Irvine. She is currently attending the Surgent Income Tax School to become a Chartered Tax Professional. This Program combines her love of math and passion for helping others. In her free time, Megan enjoys hiking, watching movies, and going to the beach. Megan is the best contact to assist with the implementation of any tax planning recommendations.
What makes D'Orazio Advisors unique?
Our personalized approach.
How is D'Orazio Advisors different from other places you've worked?
Opportunities to grow with a built in mentorship program for talent development.
How would you describe D'Orazio Advisors in one word? Why?
Comprehensive. We have a team approach going through the nitty gritty of personal wealth management.
What's something you do every morning without fail?
Coffee
What do you value most in your friends?
Someone who is accepting.
Comedies or dramas?
Comedies
Cats or dogs?
Cats
Beach or mountain vacation?
Beach
Professional credentials or designations should not be viewed as the sole determining factor in obtaining or retaining a financial adviser’s services. Please see our disclosure page for further information on the professional designations discussed on this webpage.