LPL Financial
39yrs
Top advisor by experience in Oradell
4yrs
Adrian Rodriguez
Financial advisor at Traphagen Financial Group
Adrian Rodriguez is a financial advisor in Oradell, New Jersey, with 4 years in the industry. Adrian joined Traphagen Financial Group in 2023, after three years at Retirable. Adrian holds the CFP® designation.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office234 Kinderkamack Rd, Oradell, NJ 07649
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$1.08 million
Advisors at the firm16
States licensed ?1 state
Services through Traphagen Financial Group
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2023 – nowTraphagen Financial GroupCurrent firm
- 2023 – 2025RetirablePreviously
Contact Adrian
(201) 262-1040Traphagen Financial Group main office 234 Kinderkamack RdOradell, NJ 07649Office · Get directions Instagram pageTraphagen Financial Group
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Questions to ask Adrian
Tailored to Adrian’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Adrian
How do I contact Adrian?
Call Traphagen Financial Group at (201) 262-1040 and ask for Adrian Rodriguez. Adrian works from the Oradell, NJ office.
How long has Adrian been a financial advisor?
Adrian has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Adrian hold?
No exams are listed on the official record.
Is Adrian a fiduciary?
Adrian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Adrian paid?
Traphagen Financial Group reports being paid by a percentage of the assets they manage, hourly fees. Ask Adrian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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