The Rodríguez Advanced Planning Team

Advanced planning, expertise, and responsiveness, with a personal touch, at the service of both U.S. and foreign clients.

Refer This Team!

Contact Us

Pinnacle Advisory Group
7355 SW 87th Avenue
Suite 300
Miami, FL 33173
Phone: (305) 274-1600

CLIENT VAULT
CLIENT PORTAL

Life is messy and what we do (or fail to do) will have financial consequences. We work collaboratively with wealthy families who want to grow and protect their wealth. Whether you are in the U.S. or abroad, we are here for you. Please give us a call today.

Comprehensive Financial Planning

Our financial planning process is at the core of our offering as we work with you to identify your long-term goals, develop a plan to achieve them, and extend your impact on those you care for.

Estate Planning

We help our clients navigate estate planning and guide them in working with planning professionals. We encourage them to identify who should manage their assets if they become incapacitated, define how they intend to leave their assets and divide them, and determine who should administer their estate.

Portfolio Management

We manage our clients' portfolios using active management that builds diversified portfolios across selected asset classes seeking growth, income, or a balance of each. We offer portfolios for conservative, moderate, and aggressive investors.

International and Cross-border Planning

International and cross-border planning between the U.S. and foreign jurisdictions is very complex. What might work in one county may not work (and might even be ill advised) in an international context. Things get even more complicated when you add immigration law, exchange rates, and even cultural differences. Fortunately, this is our area of expertise and we partner with clients and their trusted professionals to come up with solutions that work both in the U.S. and abroad.

Meet the Team

Raoul Rodríguez, CFP®, EA
Wealth Manager, Director of Pinnacle Advisory Group International
rrodriguez@pinnacleadvisory.com

Rebecca Garza, RP®
Planning Associate
rgarza@pinnacleadvisory.com

Vanessa Sandoval, RP®
Client Relationship Specialist
vsandoval@pinnacleadvisory.com

About Pinnacle

FOUNDED: 1993
CLIENTS: 1100+
ASSETS UNDER MANAGEMENT: Over $1.5 billion
EMPLOYEES: 50
OFFICES: Columbia, Maryland;
Naples, Florida; Miami, Florida

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