Rodney Jarrell, MBA, CPA, CFP

Rodney Jarrell, CPA, CFP®, IAR is a CERTIFIED FINANCIAL PLANNER™ professional with Lakeview Financial Solutions and has been a Certified Public Accountant since 1981. After spending many years in the financial industry where he helped hundreds of people with their life plan, he moved into the retirement and college planning industry. Rodney became interested in retirement planning when more and more of his college planning clients started asking for help with their retirement plans. With diligent analysis and research, he has helped many families navigate their way through the minefield of retirement planning. Rodney spends part of his time teaching Financial Planning to local Financial Advisors for the University of Dallas’ Adult Education Department.

Rodney Jarrell has both a Bachelor’s degree and a Master of Business Administration (MBA) degree from Baylor University in Waco, Texas. He has been married to his wife Janice for 40 years and has two children and one grandson. His daughter Kirsten is a Doctor of Audiology in Rowlett and his Mark is an Integration Architect in Austin.

Lakeview Financial Solutions is an independent firm representing dozens of the leading companies and money managers, as this provides the best opportunity for choice and superior solutions for our clients. By placing the needs of our clients first, insisting on a very personal level of service and providing our clients thoughtful consultations we enjoy an excellent reputation within the community.

Because the world has become so complex, the choices we have available in retirement, investments and insurance are vast. With no shortage of information available to you at all times, choosing the right financial products, services, and even advisors can be daunting. As an independent firm, free of the inherent biases of offering the products and services of just a single company, we have a unique opportunity to assist our client by bringing best-of-class solutions to their unique situation. To help our clients navigate the vast choices available, we have developed a proprietary Review Process, which is available at no cost or obligation to all of our clients.