Penelope Rodriguez . Financial Advisor

04/30/2026

Just wanted to post this video to share more information about myself and my content. Reach out if you have any questions or would like to book a meeting with me. 🤓

I did read some of the things I said off a document only because I enjoy talking and this video could've easily turned into a 30-minute video! 😅
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Penelope Rodriguez
[email protected]
Text or Call Me at 574-208-5038
Website - Click Below https://www.northwesternmutual.com/financial/advisor/penelope-rodriguez/?utm_source=Notifications&utm_medium=Email&utm_term=na&utm_campaign=FWM%20New%20Site%20Live&utm_content=https%3A//www.northwesternmutual.com/financial/advisor/penelope-rodriguez/
Schedule meeting - Click Below
https://www04.timetrade.com/app/nwmf/workflows/NWMUTUAL-RLPA/schedule?resourceId=zybkdmh21i&appointmentTypeGroupId=vzmh18pe&appointmentTypeId=6rv6psdl

01/09/2026

📍 Elkhart friends — I’ll be in your area next Thursday!

I’m a Financial Advisor with Northwestern Mutual, and while my office is based in Mishawaka, I’ll be spending Thursday in Elkhart meeting with individuals, families, and business owners who want clarity around their money.

I help with:
✔️ Personalized financial planning
✔️ Budgeting & cash flow clarity
✔️ Debt strategies
✔️ Investing & wealth building
✔️ Retirement planning
✔️ Life & disability insurance
✔️ Business owner & income protection planning
✔️ Education savings

No pressure, no obligation — just a real conversation about where you are and where you want to be.

📅 I have limited meeting spots available while I’m in Elkhart.
👉 Comment “ELKHART” or DM me to grab a time.

01/05/2026

Turns out protecting your future isn’t as pricey as you thought. Unlike your rarely-used yoga mat, you can get a lot more out of your plan. Reach out to me today to set one up.
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If you are talking about generational wealth and you don't have a life insurance plan in place come talk to me so we can get the first step out of the way.

574-208-5038
[email protected]

12/23/2025

By 2030, women will control 67% of personal wealth (about $30 trillion!), but today only 36% are investing. Let's work together to ensure your money works as hard as you do.

12/22/2025

Job changes happen. It shouldn’t affect your protection. Our personal life insurance policies stick around and are a good supplement to coverage that may not be enough. Let’s get started.

Having life insurance outside a job is a must!
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Let's talk to see what that would look like for you and your family.
[email protected]
574-208-5038

12/18/2025

Research shows that when you combine insurance, annuities, and investments, you can create a larger legacy for your loved ones than if you'd relied solely on investments. Let's talk.

*Study: EY (2021). Benefits of Integrating Insurance Products Into a Financial Plan http://spr.ly/6183CEcT3

12/16/2025

401(k)s are one of the most popular ways to save for retirement. If you’re ready to ramp up your retirement savings, I can help you build a plan.

12/01/2025

If I had another workshop in the near future with childcare (certified and license day care provider) available for a small fee, would you be interested in attending?

As a single mother I completely understand that sometimes it may be difficult to participate in evening events after work especially if they require your full attention!

Like this post if you would be interested in attending if that were part of my next workshop!

Send a message to learn more

11/24/2025

I Have availability this week on

*Wednesday 2:30PM
*Friday 10:30AM & 2PM

Reach out to me via text, email or call.

Perfect time to build a plan before the new year.

11/17/2025

Shout out to Sonia Perez LLC for these amazing head shots. By far the most comfortable I've been doing these. I always feel so awkward doing these and she was so quick to complement me and just genuinely care about how these turned out. Not just the physical work but the emotional work she put into the session making sure I was very comfortable with everything! She guided me on poses, asking how I felt and made sure I looked great in every single shot. 10/10 highly recommend. Will be booking her in the near future!