Miguel Rodriguez is a highly accomplished financial professional with a passion for assisting clients in achieving their financial goals. With a Masters's degree in Finance, he possesses a strong educational foundation that complements his expertise in retirement income planning, investment management, tax planning, insurance planning, and estate planning.
Prior to joining Guerra Financial Group in 2021, Miguel worked at a non-profit organization. Through his unwavering dedication and expertise, Miguel played a crucial role in assisting over 1,000 families in overcoming debt-related challenges. His profound impact on people's lives has been a driving force throughout his career, both in the non-profit sector and now as a highly regarded financial advisor at Guerra Financial.
Since joining Guerra Financial Group, Miguel's trajectory has been nothing short of remarkable. Starting as a Wealth Management Associate, he quickly ascended to become the results-driven Manager of the Wealth Management department. During his leadership, Miguel demonstrated exceptional proficiency in various aspects of financial planning, driving client satisfaction and team development.
Miguel's experience as a former college baseball pitcher at St. Thomas University shaped his work ethic and instilled in him the values of dedication and teamwork, which he now applies in his financial career with the upmost commitment to his clients' needs. In his spare time, Miguel finds joy in maintaining a healthy lifestyle by working out regularly. He cherishes quality moments with his German Shepherd companion, Skye, and takes pleasure in exploring new dining experiences around South Florida. Miguel's well-rounded approach to life complements his dedication to helping clients in their lives and further enriches the relationships he forms both inside and outside the organization.