As co-founder and senior member of theUgroup, Rod is responsible for directing the team’s overall operations, including financial planning, portfolio management, risk and performance reporting. Rod has over 30 years of industry experience and works with clients to analyze their wealth and financial affairs.
Rod works with the firm’s global family office to collaborate with a client’s CPA, estate attorney and other trusted advisors to help ensure a coordinated approach designed to preserve their life’s achievements, safeguard their legacy and support their philanthropic efforts. Rod earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and also holds the Certified Investment Management Analyst® (CIMA®) designation.
Rod earned his B.S. in Business Administration with a concentration in Accounting and M.B.A from the University of Southern California. Rod is an active leader for his alma mater. Currently, he is a USC Trustee serving on the Executive Committee and Co-Chairs the Student Affairs committee. Rod also serves as President of the USC Associates Board of Directors and was Past President of the USC Alumni Association Board of Governors and the USC Asian Pacific Alumni Association. In his spare time, he enjoys hiking and backpacking. Rod and his wife, Elsie, live in Cypress, CA and have three adult children.