Words create Worlds when we act on it
Arroyo Wealth
Willie Arroyo
Financial Advisor
Business Planning & Succession
Get to Know My Dedicated Team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Our Planning Partners
Felipe Andres Navarrete
RICP®
Managing Director
Felipe resides in Lake Nona with his wife and two children. He graduated UCF with a degree in Finance. Holds his Series 6, 63, 7, and 26. His involvement in the community includes NAHREP, Nemours and the Lake Nona Chamber. He enjoys working with entrepreneurs. "Legacy is very important to me and my clients. I feel like I owe my parents for giving me the opportunity to live in this great country"
Luis G Rodriguez
CEO and Founder
Luis Rodriguez was born in Santo Domingo, Dominican Republic. He is 34 years old. He studied in Santo Domingo in San Gabriel school. Since a very early age, he enjoyed playing baseball, as this became his No.1 passion while growing up. In his spare time, he enjoys playing tennis, spending quality time with his family, friends and traveling for work.
Manan Patel
CFP®, RICP®
Founder and Advisor
Our team is dedicated to working with time-starved successful individuals. We empower confidence in individuals, families, and businesses to make sound decisions across all aspects of life. We cut through the noise to pinpoint what's important to you by offering complete solutions to your financial landscape all while being relevant in today's environment.
Areas of Expertise
Business Planning & Succession
Investment Planning & Strategies
Business Risk Management
Multigenerational Planning
Tax-Efficient Strategies
Financial Planning
Retirement Planning & Income Strategies
Estate Planning