From Madera to a Million Families: The Mission of Jose Rodriguez
Jose Rodriguez’s story is one of passion, persistence, and purpose. With over a dozen years in the financial services industry—including five years working in San Francisco’s financial district and a decade at AIG—Jose has built a career grounded in expertise, resilience, and a commitment to serving families.
Born and raised in Madera, California, Jose grew up with small-town values and a natural fascination for finance. Those early seeds of curiosity grew into a professional mission: to help families not only understand money but also use it as a tool for freedom and legacy. His journey has taken him from corporate boardrooms to community conversations, where he has become a trusted guide for individuals, families, and even local businesses.
At 38 years old, Jose is not just a financial professional—he is a proud father of four. His oldest son is pursuing music as an R&B artist, his daughters are excelling in education (one a UC Santa Cruz graduate, the other thriving in private school in San Francisco), and his youngest son, just 1.5 years old, already shows the independence and determination that reflect his father’s spirit. Family is at the heart of everything Jose does, and it fuels his vision for the future.
Jose is bilingual, fluent in Spanish, and deeply connected to both his Central Valley roots and the broader communities he serves through technology. Thanks to platforms like Zoom, he’s been able to work with families and even some of your favorite authentic restaurants and small businesses across different states, helping them reach their goals while generating strong financial results.
But what truly sets Jose apart is his mission: to help one million families achieve financial independence—one family at a time. For him, this isn’t just a career goal. It’s a calling rooted in the belief that every family deserves the tools, strategies, and support to break financial barriers and build a legacy they can be proud of.
In this episode of the Evans Legacy Financial Podcast, Jose shares:
What it was like growing up in Madera and how his upbringing shaped his values
Lessons learned from his decade-long corporate career at AIG and time in San Francisco’s financial district
Why returning to the Central Valley meant more than just geography—it was about serving his community
How technology allows him to extend his impact far beyond California
The ways fatherhood inspires his vision for financial education and independence
Practical insights on what holds families back financially and how to break through those challenges
His bold mission to reach one million families and what “legacy” truly means to him
🎧 Tune in to hear Jose’s inspiring journey, filled with wisdom, personal stories, and a clear reminder that financial freedom is possible—for anyone, from anywhere.