Juan Rodriquez

President & CEO

My first priority in life is my family! My wife Keri and I have been married since 1992 and we have 4 children Mikenna '96, Spencer '98, Talon '02 and Casen '04.

We have lived in Independence since 2001 and enjoy spending time with our kids. We have had several dogs and we currently have an English Chocolate Lab and we are getting a German Shepard puppy on 04/17/2020.

We are very involved in kids activities and have volunteered with the Band program for many years. We are also involved in several community projects including being the president of the Independence Celebrations Committee which organizes the communities 4th of July celebration that is a nationally recognized event that brings over 30,000 people to our community.

I am fluent in Spanish!

In our spare time we like to travel, fish, bowl, play games, baseball, basketball and we are huge Minnesota Vikings fans! I also like to play music and have been a Djay since I was 14 years old and I djay a few events a year. 

A little history below!

I'm just a regular t-shirt, jeans and a sweatshirt guy who was born and raised in the city of Chicago, the son of parents who came from Puerto Rico in the late 50's. I grew up in The south Loop of downtown Chicago and I went to Metro High School which was known as the "School without walls" because our campus was the City of Chicago as we only had the second floor of an office building for classrooms.

After graduating HS I went to Western Illinois University for 4 years and graduated with a Bachelors in Business majoring in Marketing and Sales Management.

After graduation I went home for 1 day and then I moved to Bloomington, Minnesota and started a career in sales by selling Cookware and Cutlery door to door (yikes) needless to say that was an education for you right there!! I then went on to become a Manager for Thom McAn shoes from '90-'93. With the shoe store I traveled all over the place and ended up in Rapid City South Dakota which is where I met my wife Keri in August of '91, we were engaged by October of '91 and married in February of '92. We continued with the shoe store until '93 in Flint Michigan.

In September of '93 I started my career in finance as a Manager Trainee with Norwest Bank in Fargo North Dakota. I was with Norwest from '93 till 2000 and had various positions with the bank and my last position was a Branch Manager in Sioux Falls South Dakota.  I then went to Security Bank in Sioux Falls South Dakota as an Assistant Vice President of Retail Banking and then moved to Wahpeton North Dakota to become the President of American Federal Bank in 2000.

In 2001, I decided that I wanted to spend more time with my family and pursued a career in the investment business. This decision is what brought us to Independence, Iowa as an Investment Representative with Edward Jones. I spent 5 years with Jones and was a Regional Field Trainer for Northeast Iowa and was part of the leadership team for the area. In December of 2005 I was recruited to work for Wells Fargo in the Waterloo/Cedar falls area. I was with them till 2010 when I decided it was time to start my business.

I started Cedar Valley Wealth Management on June 1st on 2010 and have been an Independent Advisor since.  

Phone 319-332-0176
Fax 319-332-0213