Location Torrance, California, United States Regions Greater Los Angeles Area, West Coast, Western US Gender Male
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Roderick Uy is the CEO and President of LifePoint Wealth Management, Inc. Rod’s company provides comprehensive, holistic, concierge, wealth management services to high net worth clients. This includes investment management, financial planning,business planning, charitable planning, retirement plan consulting, tax and estate planning services. He is
the trusted advisor to a diverse group of businesses, individuals and their families. With over 24 years of experience, he also counsels corporations and large investors on a variety of business, economic and financial issues.
Rod first began honing his core principles and ethics from the young age of twelve. Rod was made responsible for running the household and its finances and was also overseeing his father’s import/export business in the Philippines. This experience rooted a strong ability to grasp intricate financial and business nuances.
Rod studied abroad with an emphasis on Business Management, Marketing & Communications. He served in the Armed Forces from 1978 - 1986 where he had a T3 clearance and worked on top secret communications projects at SAC, MAC, TAC, NORAD, and the Air Force Academy throughout the US, England, Germany, Belgium, Spain, and France. He managed Maintenance and Installation teams and created redundancies for top secret communication systems, which were instrumental for our national defense.
