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Zachary Rodriguez

Outlive Financial Planning LLC

San Diego, CA

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Current Employers
Outlive Financial Planning Llc

San Diego, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-10
CA RA APPROVED 2025-05-23
  • TX RA
    APPROVED
    Since 2026-02-10
  • CA RA
    APPROVED
    Since 2025-05-23

Branch Locations

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Outlive Financial Planning Llc San Diego CA 01/2025 Present
U.S. Navy San Diego CA 11/2014 05/2026
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-04
  • S65 Uniform Investment Adviser Law Examination
    2024-06-04

View on SEC IAPD

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