David Rodriguez Perry
Financial Advisor | HNW & LATAM Specialist | Dual Citizen (US-MX) | MS FinTech (UCF) | Columbia Credentialed Holistic Financial Coach
- Role
- Financial Advisor at Equitable Advisors
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About David Rodriguez Perry
I am a bilingual (English/Spanish) Financial Advisor with dual U.S-Mexico citizenship…
Experience
Financial Advisor
Jan 2025 — Present · Fort Lauderdale, FL, US
As a licensed financial professional (Series 7, Series 66, 215, and SIE), I am dedicated to empowering individuals and businesses to achieve financial confidence. My approach focuses on personalized financial guidance and creating tailored strategies that align with each client’s current situation, goals, needs, and possibilities. I believe finances are for everyone. Whether you\'re planning for retirement, protecting your loved ones, growing your business, or simply looking for ways to make the most of your resources, I am here to provide clarity, confidence, and customized solutions to help you succeed.
Education
Fudan University
Certificate of Business with Asia
Yale University
International Excellence Summer Program- Bombay, India
2013 — 2013
School of Management Fribourg (HEG-FR)
Certificate of Banking and Insurance
2011 — 2011
Tecnológico de Monterrey
Concentration in Finance, International Finance
2009 — 2013
Tecnológico de Monterrey
Bachelor of International Business
2009 — 2014
University of Central Florida
Master of Science - MS, Fintech
Aula Empresarial
Master of Business Administration - MBA
2014 — 2015
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