Michael Rodriguez

Senior Advisor

Michael Rodriguez grew up in West Texas, Abilene to be specific. About 15 years ago, he and his family moved to the Dallas-Fort Worth area. Before entering the financial services industry, Michael spent 10 years managing Fortune 500 companies. Soon after, he began his career in financial services, where for the past 11 years he has helped families protect both their current and future finances. Michael and his wife have been married for 20 years and are raising their five children in the DFW area. He is passionate about providing clarity and confidence to clients as they build financial strategies that support both security today and a lasting legacy for tomorrow.

Our Services

Personalized Wealth Management
Comprehensive Financial Planning
Tax Strategy & Coordination
Estate & Legacy Planning
Private Banking & Trust Services
Philanthropy & Values-Based Planning
Holistic Reporting
Life Insurance
Living Benefits
Annuities
Risk Mitigation
Tax-Free Retirement Plans
Long-Term Care
Key Man Insurance
Deferred Compensation
Buy/Sell Agreements
Executive Bonuses
Business Planning
Premium Financing
Wealth Management
Corporate Retirement
Financial Planning
Tax-Free Retirement Plans
Risk & Allocation

Our Team

The Libertas Financial Advisors team brings a personalized experience to every single client interaction. With combined decades of experience in financial services, we understand that this is a relationship-based industry, and our client-first approach was designed to help educate you as well as empower you to achieve your goals. We look forward to the opportunity to show you how we can help you find financial security and growth opportunity.

We look forward to serving your family for generations.

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