Kayla Rodriguez, CFP®

< Meet Our Team

Client Services Coordinator

Kayla Rodriguez, CFP®

Kayla Rodriguez is a Client Services Coordinator at Socha Capital, where she supports the team in delivering an outstanding client experience. She brings over a decade of experience in wealth management, with a strong background in financial planning, client relationship management, and operational support.

Prior to joining Socha Capital, Kayla spent more than 12 years at Merrill, where she served in both client service and financial planning roles. In those roles, she supported advisors in developing financial plans, coordinating client meetings, and managing a wide range of client service and account administration responsibilities while acting as a key point of contact for clients.

Kayla is a CERTIFIED FINANCIAL PLANNER™ professional and holds the CRPC® designation, along with FINRA Series 7 and Series 66 licenses. She earned her Bachelor of Science in Business Administration with concentrations in Finance and Marketing from the Boston University Questrom School of Business.

Kayla lives in Southern California with her husband and daughter. Outside of work, she enjoys spending time outdoors, hiking local trails, and road-tripping throughout the Southwest exploring new landscapes and destinations.