Rodney Jarrell, CPA, CFP®, IAR is President of Lakeview Financial Solutions located in Carrollton, TX. For over 35 years, Rodney has helped clients with their financial and retirement needs. As a CERTIFIED FINANCIAL PLANNER™ professional, his major focus in his practice is working with people preparing for retirement. Rodney has continually educated people on subjects concerning Planning for College, Social Security, and Retirement Planning. Over the years, Rodney has seen many people make the wrong choices only because they were not educated on all of the alternatives available. By educating his clients, and thru thorough questioning and listening, he has helped numerous clients develop comprehensive financial and retirement plans.
Rodney serves the North Dallas area. Most of his clients are age 50 and up. He has been married to Janice since 1976. He has two grown children and one grandson. Rodney has both his Bachelor’s degree and his MBA from Baylor University in Waco, TX. Rodney is active in his church and has served on both the Church Council and the Church Finance Committee.
Events this person is involved with:
- Maximizing Social Security: MRJRRC0319
- Maximizing Social Security: MRJRRC0321
- Tax Advantaged Planning: TRJRRC0326
- Principles of Retirement Planning: PRJRRC0328
- Maximizing Social Security: MRJUD1015
- Maximizing Social Security: MRJUD1017
- Principles of Retirement Planning: PRJUD1029
- Maximizing Social Security: MRJCPL0310
- Maximizing Social Security: MRJCPL0317
- Principles of Retirement Planning: PRJCPL0319
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