Revolutionizing Financial Services with Simplicity
W3 Financial is designed for those who demand simplicity, innovation, and efficiency in managing their finances. Just as Apple revolutionized technology, we are redefining financial services—seamlessly integrating protection, growth, and wealth preservation into one intuitive experience.
Credit
Funding
Insurance
Taxes
The Three Pillars of Financial Success
Risk Management
This covers the "what ifs" in life.
Auto Insurance
Life Insurance
Home Insurance
Business Insurance
Legal Protection
Wealth Accumulation
This is the fun stuff—building wealth for your goals.
Tax Strategy
Credit Repair
Business Funding
Wealth Preservation & Legacy Planning
This is about keeping everything you’ve built together and ensuring it goes to you and your loved ones, not to unnecessary taxes or the courts.
Estate Planning
Retirement Optimization
Tax-Efficient Wealth Transfer
Meet the Founder
Jason Rodriguez is a dynamic leader in the financial services industry. At just 20 years old, he became a fully licensed Insurance Broker (2-20 & 2-15) and has since been instrumental in reshaping the insurance and financial landscape
Worked for Northwestern Mutual at the age of 23 with no degree
Successfully launched his own Private Wealth Management Firm with the training of Northwestern Mutual, a 165-year-old Fortune 100 company managing over $558 billion in total assets.
Personally licensed and trained 10+ individuals, mentoring the next generation of financial professionals.
Worked with Executives at insurance companies producing over $3B in revenue. (NFP, HUB International, Leavitt Group)
Played a key role in developing the first Crypto Insurance product.
Vision for W3 Financial
“At W3, we envision a world where financial security, growth, and legacy planning are seamlessly integrated into one intuitive platform. By harnessing cutting-edge AI and innovative technology, we simplify financial services, empowering individuals and businesses to protect, grow, and preserve their wealth with confidence. Our goal is to redefine the financial industry, making comprehensive financial solutions as effortless and accessible as using your smartphone." - Founder & CEO
Get in Touch
Schedule a personalized consultation with our financial experts to craft a secure and optimized financial plan.
Revolutionizing Financial Services with Simplicity
Just as Apple revolutionized technology, we are redefining financial services by seamlessly integrating protection, growth, and wealth preservation into one intuitive experience.
The Three Pillars of Financial Success
Risk Management
This covers the "what ifs" in life.
Life Insurance
Disability Insurance
Legal Protection
Auto Insurance
Home Insurance
Tax Compliance
Will Creation
Wealth Accumulation
This is the fun stuff—building wealth for your goals.
Credit Repair
Business Funding
Tax Strategy
Career Planning
Business Formation
Wealth Preservation & Legacy Planning
This is about keeping everything you’ve built together and ensuring it goes to you and your loved ones, not to unnecessary taxes or the courts.
Estate Planning
Retirement Optimization
Tax-Efficient Wealth Transfer
Meet the Founder
Jason Rodriguez is a dynamic leader in the financial services industry. At just 20 years old, he became a fully licensed Insurance Broker (2-20 & 2-15) and has since been instrumental in reshaping the insurance and financial landscape
Worked for Northwestern Mutual at the age of 23 with no degree
Successfully launched his own Private Wealth Management Firm with the training of Northwestern Mutual, a 165-year-old Fortune 100 company managing over $558 billion in total assets.
Personally licensed and trained 10+ individuals, mentoring the next generation of financial professionals.
Worked with Executives at insurance companies producing over $3B in revenue. (NFP, HUB International, Leavitt Group)
Played a key role in developing the first Crypto Insurance product.
Vision for W3
“At W3, we envision a world where financial security, growth, and legacy planning are seamlessly integrated into one intuitive platform.
By harnessing cutting-edge AI and innovative technology, we simplify financial services, empowering individuals and businesses to protect, grow, and preserve their wealth with confidence.
Our goal is to redefine the financial industry, making comprehensive financial solutions as effortless and accessible as using your smartphone." - Founder & CEO
Get in Touch
Schedule a personalized consultation with our financial experts to craft a secure and optimized financial plan.
Revolutionizing Financial Services with Simplicity
W3 Financial is designed for those who demand simplicity, innovation, and efficiency in managing their finances. Just as Apple revolutionized technology, we are redefining financial services—seamlessly integrating protection, growth, and wealth preservation into one intuitive experience.
Credit
Funding
Insurance
Taxes
The Three Pillars of Financial Success
Risk Management
Before building wealth, you need protection. W3 Financial ensures security with
Auto Insurance
Life Insurance
Home Insurance
Business Insurance
Legal Protection
Wealth Accumulation
With protection in place, we focus on strategic financial growth
Credit Repair
Business Funding
Tax Strategy
Wealth Preservation & Legacy Planning
Ensure financial security for future generations
Estate Planning
Retirement Optimization
Tax-Efficient Wealth Transfer
Meet the Founder
Jason Rodriguez is a dynamic leader in the financial services industry. At just 20 years old, he became a fully licensed Insurance Broker (2-20 & 2-15) and has since been instrumental in reshaping the insurance and financial landscape
Worked for Northwestern Mutual at the age of 23 with no degree
Successfully launched his own Private Wealth Management Firm with the training of Northwestern Mutual, a 165-year-old Fortune 100 company managing over $558 billion in total assets.
Personally licensed and trained 10+ individuals, mentoring the next generation of financial professionals.
Worked with Executives at insurance companies producing over $3B in revenue. (NFP, HUB International, Leavitt Group)
Played a key role in developing the first Crypto Insurance product.
Vision for W3 Financial
“At W3, we envision a world where financial security, growth, and legacy planning are seamlessly integrated into one intuitive platform. By harnessing cutting-edge AI and innovative technology, we simplify financial services, empowering individuals and businesses to protect, grow, and preserve their wealth with confidence. Our goal is to redefine the financial industry, making comprehensive financial solutions as effortless and accessible as using your smartphone." - Founder & CEO
Get in Touch
Schedule a personalized consultation with our financial experts to craft a secure and optimized financial plan.