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Michael Rodriguez, CFP®, CRPC®

Wealth Management Advisor

MEET Michael

Mike brings over 20 years of experience in financial services to his role as a Wealth Management Advisor on the World Investment Advisors team. He is dedicated to helping clients navigate a wide range of financial planning strategies, with a focus on achieving both short-term goals and long-term financial security. Mike holds the CERTIFIED FINANCIAL PLANNER®(CFP®) designation, reflecting his deep commitment to professional excellence and client service. Throughout his career, Mike has guided individuals and families through critical decisions around retirement planning and portfolio management. He approaches each relationship with a long-term perspective—helping clients not only build and protect wealth but also think beyond themselves to create meaningful legacies. Mike earned his bachelor’s degree in Liberal Studies from Our Lady of the Lake University and holds the Series 65 registration as well as Texas Life and Health Insurance Licenses. Outside the office, Mike enjoys spending quality time with his wife and their four children. His hobbies include weight training, woodworking, barbecuing, and enjoying the outdoors. A fan of the arts, Mike has acted in over 20 films—his work can be found on his IMDb profile. One of his favorite ways to unwind is hitting the dance floor with his wife whenever the chance arises.

INDUSTRY INSIGHTS

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.

Let’s talk.

Michael Rodriguez, CFP®, CRPC®

Wealth Management Advisor