Marianne Rodriguez, CFP®
Director, Wealth Advisor, Round Table Wealth Management
Marianne Rodriguez is a Director, Wealth Advisor at Round Table Wealth Management, based out of our Boca Raton, Florida office. Marianne is responsible for developing and managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for her relationships.
Marianne has been serving the financial needs of the Southeast Florida Market through her leadership as a branch manager with a national brokerage firm. Her diverse background within the financial industry has allowed her to assist clients with personal and commercial banking solutions, their insurance needs as well as investment guidance and advice. Most recently, she has been providing clients with comprehensive financial planning tools and resources.
Marianne received her Bachelor’s degree in Business Administration with a minor in Marketing and Human Resources from Universidad Iberoamericana UNIBE in Santo Domingo, Dominican Republic. She earned her CERTIFIED FINANCIAL PLANNERTM designation in 2018 and is currently an active member of the Financial Planning Association (FPA). Marianne is passionate about cultural diversity and learning from people who come from different backgrounds, and is fluent in four languages: English, Spanish, French and Portuguese. She enjoys cycling with her husband Rafael, and spends most of her free time with their family and her cat Rainbow and dog Ginger.