Pam Rodriguez

Pamela Rodriguez

Expertise: Debt, Financial Planning, Retirement, Social Security, Personal Finance
Title: Founder and CEO
Education: Liberty University, University of Chicago Booth Business School
Location: Sacramento, CA


  • Member of The Balance's Financial Review Board
  • Founder and CEO of Fulfilled Finances LLC
  • Treasurer of the Financial Planning Association of Norther California
  • Social Security Speaker for AARP
  • Presenter for the Association of Financial Educators


Pamela took the CFP® exam in 2016. In 2018, she started her own Registered Investment Advisory firm were she currently serves about 60 families, individuals and businesses. The ability to help clients in a meaningful way makes her life extremely fulfilling.

As the treasurer of the Financial Planning Association of Northern California, she gets to have a pulse on the financial planning industry, hot topics and areas of concern for the profession in order to help bring innovation to the space.

Pam has been a Social Security AARP speaker since 2019 and loves being able to help pre-retirees understand the in’s and outs of their Social Security benefits and rules. Through her participation with the Association of Financial Educators, she is able to help hundreds of employees understand difficult topics and feel confident about their personal finances and retirement.

“Most people live—whether physically, intellectually, or morally—in a very restricted circle of their potential being. We all have reservoirs of life to draw upon of which we do not dream.”—William James


Pamela has a Financial Planning degree from Liberty University. She knew very early on that this was the profession she wanted to be in and never looked back. While she was a student at Liberty University, she was tapped on the shoulder to take a full time Junior Advisor position at a boutique RIA firm in Palm Desert, CA. She immediately passed her series 7 and 66 exams and shortly thereafter took her Certified Financial Planner exam. She is currently a student at the University of Chicago Booth Business School’s Certified Investment Management Analyst program.

About The Balance

The Balance, a Dotdash Meredith brand, makes money easy to understand. We give people tools they need to not only make smart financial decisions but also prepare for the experiences they will have along the way. Our team of expert writers and editors have extensive qualifications in the topics they cover, and many of them have MBAs, PhDs, CFPs, and other advanced degrees and professional certifications. We require our writers to use primary sources in their articles, which are also approved by our Financial Review Board and fact-checked. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.