SARAH RODRIGUEZ • FPQP®
CLIENT RELATIONSHIP MANAGER
Sarah Rodriguez is CORE Wealth Advisors’ Compliance and Strategic Projects Manager, bringing experience in compliance and operations management from the life insurance industry. She ensures regulatory adherence, streamlines operations, and develops firmwide training programs to support CORE’s continued growth and commitment to exceptional client service.
Sarah is a Financial Paraplanner Qualified Professional® (FPQP®) and oversees CORE’s compliance programs while leading cross-functional initiatives to enhance operational efficiency and implement new technologies.
Sarah earned a bachelor’s degree in Public Relations from Kent State University’s School of Media and Journalism. She is actively involved in the community, volunteering with Parker Street Ministries, Lakeland Volunteers in Medicine, Hope House, Platform Art, and Lakeland Community Theatre.