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Haley Rodriques
Professional designations
CFP
Firm or Broker/Dealer name
Beacon Pointe Advisors
States licensed in
Plano
,
Texas
Areas of expertise
Languages spoken
English
Areas of Expertise
Debt Management
Estate Planning
Financial Planning
Investment Management
Social Security
Time Zone
Haley was raised by a single mom and experienced firsthand the stress and uncertainty financial challenges can bring. Those early years gave her a deep sense of empathy to help others find peace and hope when life feels overwhelming.
This led her to study Personal Financial Planning at Texas Tech University, where she earned both her bachelor’s and master’s degrees before becoming a Certified Financial Planner (CFP)®. With over 17 years in the industry, she serves as a Senior Wealth Advisor at Beacon Pointe, where her work more than numbers—she believes in educating her clients to feel empowered to meet their financial goals through investments and planning.
Over the past decade, God has given Haley a heart for serving those navigating grief and loss. Some of the most meaningful moments of her career have been sitting with clients in seasons of heartbreak, helping them move from fear to clarity. This is her ministry.
Haley lives in Dallas, TX with her husband and three young boys that keep her on her toes! Her prayer is that every widow and widower she serves experiences both financial relief and the love of Christ, who is “near to the brokenhearted” (Psalm 34:18).
This led her to study Personal Financial Planning at Texas Tech University, where she earned both her bachelor’s and master’s degrees before becoming a Certified Financial Planner (CFP)®. With over 17 years in the industry, she serves as a Senior Wealth Advisor at Beacon Pointe, where her work more than numbers—she believes in educating her clients to feel empowered to meet their financial goals through investments and planning.
Over the past decade, God has given Haley a heart for serving those navigating grief and loss. Some of the most meaningful moments of her career have been sitting with clients in seasons of heartbreak, helping them move from fear to clarity. This is her ministry.
Haley lives in Dallas, TX with her husband and three young boys that keep her on her toes! Her prayer is that every widow and widower she serves experiences both financial relief and the love of Christ, who is “near to the brokenhearted” (Psalm 34:18).