The Team
Roque and Associates

Our Advisors

Crystal Rodricks

Crystal Rodricks

Financial Advisor

More about me...

Contact

crystal.j.rodricks@ampf.com

626.744.9766

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
CA Insurance #0D01271

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Our Staff

Cindy Tran

Financial Planning Assistant
More about me...

Contact

cindy.tran@ampf.com

626.744.9766

Roles & Responsibilities

  • I work with helping Gail and Crystal with financial plans and business processing for our practice. I also help our advisors with account history research as needed.
  • My role includes, but it is not limited to, reviewing your portfolio and creating reports so that we can better analyze the progress of your portfolio.
Laura GuatiRojo

Laura GuatiRojo

Administrative Assistant
More about me...

Contact

laura.guatirojo@ampf.com

626.744.9766

Roles & Responsibilities

  • I help clients feel at home when they arrive at our office.
  • My role is to help clients find solutions to questions or issues as quickly as possible.
  • I am responsible for all necessary follow-ups subsequent to client meetings and I am always happy to assist clients when they call or visit.