Maria Rodriguez

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Maria Rodriguez is a financial consultant based in Coral Gables, Florida, working with Oppenheimer. She specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and needs. Maria employs an in-depth discovery process to understand her clients' specific situations, time horizons, and risk tolerances. She focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, to help them grow and protect their assets.

Reviews

Location

Business Information