Garett Michael Rodriguez

Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → Present
  Goldman Sachs Ayco
  Irvine, CA
• 05/2017 → 07/2021
  Loving Savior Lutheran School
  Chino Hills, CA
• 01/2021 → 04/2021
  Roger Dunn Golf Shops
  Santa Ana, CA
• 07/2020 → 08/2020
  Ayco, A Goldman Sachs Company
  Irvine, CA
• 01/2020 → 04/2020
  Hyun And Co, Cpa
  Garden Grove, CA
• 02/2019 → 04/2019
  Sureprep, Llc
  Irvine, CA
• 06/2018 → 10/2018
  Platinum Home Mortgage
  Covina, CA
• 08/2017 → 05/2021
  Chapman University
  Orange, CA
• 08/2013 → 05/2017
  Damien High School
  La Verne, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-10-25

Other Names

• Garett Rodriguez