Rodrigo (Rod) Huerta, CIMA West Financial Services

Rodrigo (Rod) Huerta, CIMA®

Portfolio Manager

Rodrigo (Rod) Huerta, CIMA®, graduated from Universidad Tecnica Federico Santa Maria in Santiago, Chile, with a Master’s in Business Administration and a title of Engineer.  He also earned a Certificate in Financial Planning from the University of Virginia.   Rod joined West Financial in August 2017, and his primary responsibilities include portfolio review and analysis.  He has more than a decade of experience in wealth advisory, financial planning and investment management to benefit his clients, and is fluent in English and Spanish.

Rod lives with his wife, Elizabeth, and two sons in Burke, Virginia.  He and the family are avid world travelers and love family trips to cultural destinations in the United States and overseas.

Professional Affiliations/Memberships
Member of the Investment Management Consultants Association.