786-532-1575 / astrid.rodriguez@alexbrown.com
For nearly 25 years, Astrid Rodriguez has guided many different clients through major shifts in the market while keeping their finances aligned with their goals, needs and situations with personalized investment plans.
In her practice, Astrid focuses on a wide variety of investment and planning services including retirement planning, insurance, education funding, business services and estate planning.
Astrid began her career as a financial advisor with Prudential Securities in Coral Gables, which eventually became Wachovia Securities and later Wells Fargo Advisors. She joined Alex. Brown in 2021, attracted to the firm’s commitment to clients, rigorous ethical standards and its ability to meet clients’ most complex needs.
Astrid earned a Bachelor of Science degree in finance and economics from Barry University graduating cum laude. During her time at the university, she studied abroad for a summer at Hebrew University in Jerusalem, Israel. Though a native South American, Astrid fell in love with Miami and made the permanent move after earning her degree.
With her passion for learning, Astrid continued her education after earning her degree. Since 2002, she has also maintained a Certified Investment Management Analyst (CIMA) designation. And in 2008, she earned her Certified Private Wealth Advisor® designation.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
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