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Raoul Rodriguez

Certified Financial Planner

Raoul Rodriguez is a certified financial planner who works out of Miami, Florida, who has 24 years of financial industry experience.

Rodriguez has held roles at Mexico Advisor, and Pinnacle Advisory Group, Inc. Rodriguez holds a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Florida.

Rodriguez specializes in the intricacies of working with expatriates, principally the American community in Mexico and Mexicans in the U.S. He knows how wonderful (and challenging) it is to live as an expat because he has lived that life. He has owned and sold real estate and operated business on both sides of the U.S. - Mexico border.

Raoul grew up in Mexico City, but has lived and traveled as an expat in many countries, including Venezuela, Sudan and the Republic of Georgia. He firmly believe that the financial planning process applied in a cross-border environment will significantly improve your life.

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