Raoul Rodriguez, CFP®, EA
Designations and Licenses
Raoul is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent with the IRS.
Experience and Education
Raoul provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.
Prior to joining Mariner Wealth Advisors, Raoul was a wealth manager at Congress Asset Management, where he supervised the Miami office and was responsible for 75 client households. Before that, he worked as a director for Pinnacle Advisory Group, leading Miami operations and serving as a member of the management team.
Raoul has a Bachelor of Arts degree in economics from the University of Texas at Austin and a Master of Science in financial planning from the College for Financial Planning.
Away from the office, Raoul is interested in anything to do with Mexico, travel, languages, outdoor activities and reading.