Team Profiles

Miguel J. Rodriguez, CPA, PFS, CKA

Miguel is the Managing Partner and is in charge of Personal Financial Services.

Prior to founding the firm, Miguel held senior supervisory and management positions with large international and local accounting firms. For over 30 years, he has had a leadership role in providing an array of services including accounting and auditing, management consulting, tax planning and tax return preparation.

Miguel has assisted a wide range of clients in industries such as healthcare, nonprofit, financial services, real estate development, professional services, retail and manufacturing. He has successfully represented clients in Internal Revenue Service disputes, helped obtain multimillion dollar loans, conducted internal control system assessments and audits, designed creative tax strategies and assisted in buy/sell negotiations.

Education and Credentials

    • Florida Atlantic University – Bachelor of Business Administration
    • Certified Public Accountant
    • Personal Financial Specialist (PFS)
    • QuickBooks® Professional Advisor
    • Licensed Insurance Professional
    • Registered Investment Advisor Representative
    • Certified Kingdom Advisor
    • National Christian Foundation

Professional and Community Affiliations

    • 4 Kids of South Florida
    • American Institute of Certified Public Accountants
    • Crown Financial Ministries
    • Florida Institute of Certified Public Accountants
    • Florida United Methodist Children’s Home
    • Heart Gallery of Broward County
    • Kingdom Advisors
    • Latin American Chamber of Commerce of Broward County
    • Lifework Leadership of South Florida
    • New Horizon United Methodist Church
    • Planned Giving Council of Broward
    • Sheridan House

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