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Rod Waterbury, JD, CFP®

Rod Waterbury, JD, CFP®

Principal,
Financial Advisor

  • Roseville, CA
  • Band of Brothers by Stephen E. Ambrose
  • Authenticity, perseverance, integrity

Financial Advisors

Rod Waterbury is a wealth management financial advisor based in Roseville, CA.

Rod joined CAPTRUST in 2021 from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where he was a partner and financial advisor.

At CAPTRUST, he generates innovative and creative solutions that help individuals, families, business owners, and institutions plan for their financial future. Rod is passionate about helping clients implement and manage a plan tailored to their goals and needs.

Prior to Genovese Burford & Brothers, Rod co-founded and served as managing partner for Placer Summit Financial Group, an independent financial planning and investment management firm. He worked for Charles Schwab after graduating with a Bachelor of Arts degree from the University of California, Davis. Rod later attended the University of Pacific McGeorge School of Law, passed California’s Bar Exam, and was an attorney from 2002 to 2005. In 2009, he became a Certified Financial Planning professional.

When not helping clients, Rod enjoys spending time with his wife, golfing, and traveling. He is an active member of the Rotary Club of Roseville and served as club president from 2019 to 2020.

Education

  • Bachelor of Arts degree in psychology and history from the University of California, Davis
  • Juris Doctor degree from University of the Pacific McGeorge School of Law

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
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