Rod C. Waterbury is a Managing Partner at Placer Summit Financial Group. He has been in the financial services industry for over 17 years.
Prior to co-founding Placer Summit Financial Group, Rod worked for Charles Schwab & Co., Inc. where he implemented and monitored investment strategies designed to help clients strive to accomplish their financial goals. He is accustomed to working with high net worth individuals and families that aspire to plan for the accumulation of wealth or in need of capital preservation, income or wealth transfer strategies. He is passionate about making a valuable and meaningful difference for clients and their financial futures.
Rod has lived in the Sacramento area since 1988. He earned a Bachelor of Arts degree from the University of California at Davis in 1993 and graduated from the University of Pacific McGeorge School of Law in 2002 with a Juris Doctor degree. In July 2002 Rod passed California's Bar examination. He practiced as a civil litigation attorney until 2005. In 2009 he received the CERTIFIED FINANCIAL PLANNER™ Practitioner from the Certified Financial Planner Board of Standards, Inc.
Rod is an active member of Rotary International and The Rotary Club of Roseville, where he is on the board and involved in many committees. He enjoys golf, backpacking, and fly fishing. He and his wife are avid international travelers and enjoy snow skiing together.
Rod can be reached at firstname.lastname@example.org or (916) 749-3825.