Naomi Rhodes, CDFA, CRPC, CFP

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance with the highest level of professional service. It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We'll continue to work together through the years to keep your investment strategies aligned with your goals and needs. I believe in utilizing my core values from serving in the Air National Guard while attending college which are integrity first, service before self and excellence in all that I do. I hold a bachelor's degree from the University of Texas at Arlington. I began in the financial services industry in 2006 and joined Wells Fargo Advisors in 2012. With an emphasis on continuing education, I earned the Chartered Retirement Planning Counselor™, or CRPC®, designation from the College for Financial Planning. I also earned the CERTIFIED FINANCIAL PLANNER® or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board) and I earned the Certified Divorce Financial Analyst® or CDFA®, certification. The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts