Key Personnel

Brad Rodrigues formed R1 Investment Management d/b/a R1 Financial Group, a registered investment advisor (RIA), in 2012 after spending six years managing portfolios and providing financial planning to individuals, families, small business owners and trusts. He worked as a financial advisor for LPL Financial and NYLife Securities during that time, managing both growth- and income-oriented investment strategies for clients as well as providing guidance related to retirement savings and income, college savings and insurance planning.

Brad holds a Bachelor of Science degree in Mathematics from the University of Notre Dame. He currently resides in Dallas, Texas with his wife Karen and their three children.

Please contact our office at:

R1 Financial Group
13154 Coit Rd., Ste. 102C
Dallas, TX 75240

Phone: (214) 628-9100