Noelle Rodriguez, CLU
Chief Operating Officer
Noelle is the Chief Operating Officer at Elevate Financial Partners. She currently oversees all of the operations, client service, client experience, client onboarding, and financial representative system coordination. In conjunction with the job duties previously listed, she is also responsible for account management, underwriting, system management, commissions processing, financial representative contracting, training and development. She has been serving our clients for well over 5 years as she continues to impress clients by elevating their financial planning journey. She holds the Chartered Life Underwriter (CLU) designation, reflecting advanced expertise in insurance planning and risk management.
She is a graduate of the California State University of Fullerton and is a licensed life, health, and accident insurance agent. To Noelle, knowing that our clients will be provided the best experience possible while working with us keeps her motivated to help others.
Noelle is a big believer in the services we provide because she has seen the positive impact that a strong relationship built on trust can provide to clients. She knows that everyone comes from a different walk of life with a different philosophy and the beauty in what we do is aligning our views to provide value to clients to help them grow financially.