Kristina Rodriguez


“Be impactful, be inspired, be awesome, be YOU!”

Meet Kristina Rodriguez

“My passion has always been to help people. That’s how I knew I had a future at JarredBunch – this company and I genuinely share the same passion. Having a sound financial foundation is a key element in ensuring you and your family live the life you want. There is no better feeling than watching clients accomplish their goals over the years, and in doing so, developing a deeper relationship with them. We’ve laughed together, cried together, and celebrated together. The people I work with are more than just numbers – they’re people. Real human beings who want to be as successful as possible. Their job is to tell me what their ideal life looks like. My job is to then educate, guide, and counsel them toward reaching their full financial potential.”

Kristina joined the JarredBunch team in 2008. Her extensive background in several different areas of the financial industry made her a valuable addition to our advising team, as she could counsel clients on a wide range of topics. Kristina advises a large portion of our current JarredBunch client base. She is an invaluable resource in helping to further our standard of client care, and is responsible for maintaining and nurturing client relationships that have stretched over a decade.

Kristina is a proud veteran. She served in the United States Navy for just over four years, and was stationed on the USS Dwight D. Eisenhower. She serves on a handful of charity boards and volunteers at different charity events, including the Charity Polo Classic, Love is Fur Ever Dog rescue and Polk Performing Arts. In her spare time, she enjoys going to the beach, traveling, being active outside, volunteering, and spending time with her family. Kristina currently lives just outside of Tampa in Lakeland, with her husband and children.

Smarter, faster, whole-life personal wealth building

What’s your full financial potential?

Find out and try a comprehensive approach to your finances.

On track for retirement?

Your future starts now. Learn how to put the right tools and resources to work for you and build the path towards a happy, fulfilling financial life.

Develop and execute a rock solid plan and start living the life you want to live.

Is your 401(k) growing?

Bring industry leading 401(k) planning services and management to your employees.

Rate your current plan against market averages and find the perfect fit for your business. Learn how to leverage your individual benefits into a lasting source of growth.

Want better returns?

A strong investment strategy involves more than adhering to the same old rules.

Work to actively reduce volatility to produce more consistent returns. Follow the trends that matter and get out of losing propositions. All it takes is a first step.