Daniel RodriguezWEALTH ADVISER
Born and raised in Miami, Florida, Daniel attended the University of Florida where he earned his BA in Business Administration and MA in International Business before beginning his career as a financial adviser in 2006. While at UF, Daniel earned Academic All-American honors as a member of the lacrosse team and worked extensively with the Center for Entrepreneurship and Innovation at the Warrington College of Business where he helped to found GatorNest and other business-building programs.
Daniel has extensive experience as a goals-based holistic adviser to his clients, who include individuals, business owners in need of executive benefits planning and businesses in need of group planning. Daniel holds SEC/FINRA Series 7, 63, 65 and 24 (Registered Principal) licenses and works with clients in numerous states throughout the country.
In his free time Daniel, enjoys traveling, boating and fishing and above all spending time with his wife, Paloma, and daughters, Emma and Olivia.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.