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Carlos Rodriguez

Here to act in your best interests

About me

Being a financial planner has allowed me to impact people’s lives by focusing on not just quantitative, but qualitative factors as well. I was raised by an accountant and a nurse who ingrained in me the importance of finance and helping people, so I apply those lessons every day to help my clients reach their goals.



Registered Financial Consultant


Bachelor of Science, Florida State University

Certificate, Florida State University

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Visit one of our Locations

Miami II - Boca Raton (West)

7900 Glades Road
Suite 310
Boca Raton, FL 33434

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Miami III - Coral Gables

355 Alhambra Circle
Suite 1500
Coral Gables, FL 33134

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning