Carlos Rodriguez

Carlos Rodriguez is a dedicated Financial Planner at Edelman Financial Engines, where he leverages his extensive knowledge and passion for helping clients navigate their financial journeys. As a first-generation Cuban American, Carlos draws inspiration from his rich cultural background, as well as his love for music, sports, and travel. He believes in the profound impact that relationships and ideas can have on shaping financial futures.

Throughout his career, Carlos has focused on empowering individuals and families to clarify their financial goals and take meaningful steps toward achieving them. His approach combines a deep understanding of financial strategies with a genuine commitment to client relationships, ensuring that each client feels supported and informed every step of the way.

Carlos is driven by the belief that while we cannot change our past, we can actively shape our future. He is dedicated to guiding clients in developing a clear vision of where they want to go financially, making their aspirations a reality. Outside of his professional life, Carlos enjoys connecting with diverse cultures and ideas, enriching his perspective both personally and professionally.