Carlos
Rodriguez
CFP®, RFC®, CBDAâ„
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 PLANNERâ„¢
Registered Financial Consultant
Certified in Blockchain and Digital Assetsâ„
Education
Bachelor of Science, Finance and Real Estate - Florida State University
Certificate, Financial Planning - Florida State University
Visit one of our Locations
Miami III - Coral Gables
355 Alhambra Circle
Suite 1500
Coral Gables, FL 33134
Miami II - Boca Raton (West)
7900 Glades Road
Suite 310
Boca Raton, FL 33434
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
