Focus: Insurance Strategies, Investment Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Estate Planning, College Funding Strategies, Retirement Income Planning
Languages: English, Spanish
Jose M. Rodriguez joined MassMutual Miami in April 2015 as a Financial Advisor. With over 7 years of experience, Mr. Rodriguez comes with vast knowledge of the Insurance and Financial industries. Mr. Rodriguez has an excellent track record in client servicing for Life Insurance, Disability Income, Group Disability, Retirement Planning, Protection of Assets and Premium Finance Life Insurance.
Prio to joining MassMutual Miami, Mr. Rodriguez worked at AXA Advisors in Orlando, FL where he was named AXA Advisors A-Class Associate of the Year 2013. He has also worked in the investment industry providing financial planning council and investment services for high net worth clients in companies such as Raymond James, Merrill Lynch and Popular Securities.
A native of San Juan, Puerto Rico, Mr. Rodriguez received a Bachelor's degree in Finance, International Business from the University of Dayton, Ohio.
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1221 Brickell Avenue Suite 300
Miami, FL 33131