Raoul Rodríguez, CFP®, EA, GFP (USA)

Mariner Wealth Advisors
Wealth Manager

Professional Details

Countries of Focus

Mexico, United States

Specialties

US-Mexico cross border financial planning

Business Description

Wealth Management Company

Ideal Clients
1,000,000 AUM / International issues
Ways Advisor Charges

AUM, sliding scale.

About

I am a CFP® professional (US designation) and Enrolled Agent specializing in the intricacies of working with expatriates, principally the American community in Mexico and Mexicans in the U.S. I know how wonderful (and challenging) it is to live as an expat because I have lived that life. I have owned and sold real estate and operated business on both sides of the U.S. - Mexico border. I grew up in Mexico City, but I have lived and traveled as an expat in many countries, including Venezuela, Sudan and the Republic of Georgia. I firmly believe that the financial planning process applied in a cross-border environment will significantly improve your life.

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