With work experience over 32 years, this professional is currently working at Pinnacle Advisory Group that is based in 268 as a Director and Pinnacle International. Raoul received his education from 1998 to 2003 at the College For Financial Planning. This person is a proven expert, that is proven by qualifications : Certified Financial Planner (Us Designation), Enrolled Agent, and License 90307. Raoul speaks proficiently four languages: English, Spanish, Portuguese, and Arabic. This professional lives in Miami, Florida. To contact directly with Raoul, you can search for their phone number or e-mail address or find exhaustive information by requesting access to Raoul Rodriguez's additional details through SoftwareOfficial.
Name variants:
Raoul Rodriguez
Last updated Jun 14, 2024
Contact Information
Workplace
Director and Pinnacle International
Columbia, MD
Industry
Financial Services, Management Consulting Services, Financial Advisor, Investment Advice, Financial Planning Consultants
Colleagues
Work History
Director and Pinnacle International
6345 Woodside Ct SUITE 100, Columbia, MD 21046
I am the Senior Wealth Manager at Pinnacle Advisory Group responsible for the Miami, FL. office. As an international certified financial planner™ and enrolled agent authorized to represent c...
from Jul 2016
Partner
US tax preparation and compliance for Americans abroad
International Financial Planning
2011 — Jul 2016
Chief Executive Officer
Mexico Advisor provides wealth management and international financial, tax, estate, real property and risk management advice, principally to Americans with interests in Mexico and Mexicans w...
1998 — Jul 2016
Tax Preparer
1211 southwest 5Th Ave SUITE 1000, Portland, OR 97204
Tax preparer. Complex returns. Multi-state K-1s, expats, inpats, municipal income.
Jan 2014 — Apr 2014
Chief Executive Officer
Business consultant:
United Nations High Commissioner for Refugees
Untied Nations Children's Fund
CARE US
US Embassy
1994 — 1996
Legal and Business Translator
Legal and advertising translations for legal and business community in Austin, Texas.
1991 — 1992
Education
1998 — 2003
1984 — 1989
1970 — 1983
Occupations
Executive
Director
Manager
Financial Broker
Certified Financial Planner
Sales Specialist
Agent
Accountant
Finance and Accounting Specialist
Partner
Tax Preparer
Operations Manager
Puchasing and Estimating Manager
Financial Manager
Sales Representative
Accounting Bookkeeper
Bookkeeper
Chief Executive
Tax Accountant
Skills
Wealth Management
Strategic Financial Planning
Risk Management
Retirement
Financial Planning
Estate Planning
Strategic Planning
Finance
Mutual Funds
Investments
Retirement Planning
Small Business
Financial Analysis
Management
Tax
Tax Preparation
Personal Finance
Legal Translation
International Development
Portfolio Management
Public Speaking
Asset Management
FAQs about Raoul Rodriguez
What's the profession of Raoul Rodriguez?
This professional's job is Director and Pinnacle International
What jobs is Raoul Rodriguez a professional at?
Raoul is proficient at Executive and Director jobs.
Where does Raoul Rodriguez currently live?
Raoul Rodriguez lives in Miami, Florida.
Where did Raoul Rodriguez work?
Raoul Rodriguez worked at Pinnacle Advisory Group, Rodríguez and Shah.
What education does Raoul Rodriguez have?
Raoul studied at the College For Financial Planning from 1998 to 2003.
What are the certifications of Raoul Rodriguez?
The professional received the following certifications: Certified Financial Planner (Us Designation), Enrolled Agent, and License 90307.
What languages does Raoul Rodriguez speak?
Raoul Rodriguez speaks English, Spanish, Portuguese, and Arabic.
What is the industry that Raoul Rodriguez worked in?
This professional works in Financial Services industry.