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Rodolfo A

Series 65, Series 63

San Francisco, CA

AE Wealth Management, LLC

Rodolfo Argosino is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His work history includes roles at My Retirement Coach, RH Capital, Ruggieri Wealth Advisors LLC, and Aventine Wealth Management LLC. Outside of advisory services, he has operated a sole proprietorship offering insurance products since 2019. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers specialized ERISA services, supporting third-party RIAs through sub-advisory and model-licensing arrangements.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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