Mikael Rodriguez
As an Associate Advisor at Platinum Peak Advisors, I collaborate with our senior advisors to create and execute tailored strategies for achieving our clients' long-term financial goals. I focus on ensuring we provide outstanding client service to the individuals, families, and businesses that entrust us with their financial planning and care. Whether it’s an insurance, investment, or other item, I am excited to assist. My personal and professional experiences allow me to connect with clients from diverse backgrounds, ensuring each situation is approached with care and precision.
Before entering the financial industry in 2019, I managed a family-owned Italian restaurant in Jacksonville while earning my bachelor’s degree in finance at the University of North Florida. During this time, I developed a deep appreciation for the value of building strong relationships in business. Upon graduation, I launched my career on the trading desk at Fidelity Investments, where I obtained experience and knowledge in evaluating and trading securities such as stocks, bonds, and mutual funds. Eventually, I returned to South Florida to join Platinum Peak Advisors, LLC, where I continue to grow professionally while helping clients reach their next milestones.
Outside of work, I enjoy staying active at the gym, playing golf, or relaxing with my dog, Leila. As a proud first-generation Colombian American, I’m pleased to support our Spanish-speaking clients and their families.
Professional Accreditations / Education / Affiliations / Licenses:
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Investment Advisor Representative
- Florida 2-15 Life, Health Insurance, and Annuities License
