Precise Capital
 
Precise Capital

Team Member

Joanna Rodriguez

Joanna Rodriguez

Event Coordinator

Joanna Rodriguez is the Event Coordinator at Precise Capital, responsible for planning and executing the company's seminar events, including the flagship Principles of Retirement Planning series.

Since joining the team in 2024, Joanna has elevated the professionalism and prestige of these events through her meticulous attention to detail and extensive experience in event planning and coordination.

With a background in organizing high-impact events, Joanna ensures that every event runs smoothly and leaves a lasting impression on attendees. If she hasn't already had the chance to meet you at one of our events, she looks forward to connecting with you soon.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Precise Capital. Precise Capital is a separate and unaffiliated entity from Simplicity Wealth.