Carlos
Rodriguez
CFP®, RFC®, CBDA℠
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.
Certifications
CERTIFIED FINANCIAL PLANNER™
Registered Financial Consultant
Certified in Blockchain and Digital Assets℠
Education
Bachelor of Science, Finance and Real Estate - Florida State University
Certificate, Financial Planning - Florida State University
Visit one of our Locations
Miami II - Boca Raton (West)
7900 Glades Road
Suite 310
Boca Raton, FL 33434
Miami III - Coral Gables
355 Alhambra Circle
Suite 1500
Coral Gables, FL 33134
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 financial 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 financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
