Compound Planning adds 5 advisors, crosses $2.5 billion of assets under management
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Dallas, Texas

Raul (Rod) Rodriguez

Trading Operations Associate

Raul Rodriguez is a Marine turned finance professional who began his career through a transition program with J.P. Morgan when he completed his service in 2019. Raul executes on all aspects Trading and Portfolio Management at Compound Planning. From implementing new accounts to ensuring clients accounts are trading efficiently, Raul’s middle name is execution. His previous experience has been with well known Broker-Dealers including J.P. Morgan and Robinhood, where he specialized in options trading and assisting clients with execution and education. Other than Trading, Raul spends most of his time hitting the lakes in Texas with his wife & four kids, being his neighborhood’s go-to mechanic and rooting on his beloved Dallas Cowboys.

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