Chad Rodriguez
Chad was born in LA and has been a resident of Lake Charles for almost 20 years. He understands the love, passion, and family values that sets our community apart. Chad is dedicated to working with clients to properly position themselves to achieve their financial goals and reach their maximum potential. With a focus on preserving of family income and assets, Chad analyzes and creates retirement plans designed to maximize growth potential while reducing risk. Chad was honored to work alongside his late partner and mentor Ron Knowles, who passed down his extensive knowledge and experience of over 40 years.
Chad’s mission is to help clients relieve financial stress by building a solid financial strategy that allows them to live a happy, and more fulfilling life.
Chad is Series 6 and Series 63 securities licensed, eligible in LA and TX.
Freedom Investment Firm
In 2021, a new chapter began for our firm. We launched our new business name, Freedom Investment Firm. While we will always cherish the name Safe Money Management, we feel that the word “freedom” has a powerful meaning and drives our business. As I reflect over these past few years, and the struggles we have endured as a country, the one thing we can all agree upon is the blessing of freedom. I want you to have the freedom to have your investments and insurance managed YOUR way.
In Loving memory of Ron Knowles, founder and president
1948-2020
We will remember Ron as a loving colleague, friend, father, husband, and grandfather. I believe his financial knowledge and expertise was unmatched and his passion for his job showed through his dedicated work with our clients. We are grateful for Ron’s guidance and leadership over the years and he will be forever missed.
View Ron’s obituary.
