Rod Wood, CPFA®

Rod Wood brings an impressive 31 years of experience in employee benefit sales, consulting, and service to the table. His specialization lies in implementation assistance and providing ongoing service for employee benefits programs tailored to employers with 50-5,000 employees. Rod’s areas of expertise encompass 401(k) consulting and service, along with partial self-funding of health insurance plans, plan design and management assistance, wellness program development support, and risk mitigation.

His professional journey includes roles such as Managing Principal at Benefit Strategies Agency, and President of Financial Strategies Agency, where he focused on employee benefit design, implementation, and service, as well as 401(k) implementation, management, and service.

Throughout his career, Rod has demonstrated proficiency in 401(k) and 403(b) retirement savings plans, employee benefits design, employee engagement, Non-Qualified Deferred Compensation, and Key Man life insurance. He holds the Certified Plan Fiduciary Advisor (CPFA®) designation. Rod’s extensive background and commitment to serving employers makes him a valued advisor in this field.