David Rodriguez, CFP, EA
International wealth management and cross-border planning
Overview
David specializes in working with international clients and business owners. His expertise in tax planning and cross-border investments helps clients maximize their global wealth potential.
Key Details at a Glance
Services & Specialties
Ideal Client & Who I Work Best With
International clients needing cross-border tax efficient planning.
My Process / What to Expect
Discovery
Initial consultation
Analysis
Reviewing your global portfolio
Proposal
Tax-efficient strategy presentation
Credentials & Background
Education
BS Finance - University of Florida
Professional Background
Former international banking consultant.
Personal Interests
Disclosures
All financial advisors on Sherpa are independently verified. This advisor is a registered investment advisor. Past performance does not guarantee future results. Please verify all credentials and perform your own due diligence before engaging services.
David Rodriguez
Financial Advisor
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