Roddy M. Caraballo, CRPC®, CAS®, NQPC™, CIS™
Chartered Retirement Planning Counselor™, Certified Annuity Specialist®, Certified Income Specialist™ and retirement and annuity expert
Roddy M. Caraballo, CRPC®, CAS®, NQPC™, CIS™, began his career in 2009, specializing in retirement, annuities and insurance strategy planning. He believes that honesty and integrity are more valuable than professional accolades, a philosophy that has guided his success. After starting with Mutual of Omaha and earning Honor Club status, Roddy joined AXA Advisors, where he achieved ESF status after five years.
Holding multiple designations, including Chartered Retirement Planning Counselor™ (CRPC®) and Certified Annuity Specialist® (CAS®), Roddy is licensed in life, disability, health, variable products and property and casualty insurance across Puerto Rico, Florida, Texas, Arizona, Pennsylvania and Delaware. He is also a member of the National Association of Plan Advisors (NAPA) and is a former holder of FINRA Series 6 and 63 licenses.
Outside of work, Roddy actively contributes to his community, serving on the board of the Tomás Rodríguez Medina Foundation, which aids cancer patients and their families. He has also led youth initiatives at Bethel Baptist Church in Rio Grande, Puerto Rico, where he resides with his wife and children. Before entering financial services, Roddy spent 14 years in hospitality, managing operations at high-profile resorts like Westin Rio Mar and Bahia Beach Resort.
Holding multiple designations, including Chartered Retirement Planning Counselor™ (CRPC®) and Certified Annuity Specialist® (CAS®), Roddy is licensed in life, disability, health, variable products and property and casualty insurance across Puerto Rico, Florida, Texas, Arizona, Pennsylvania and Delaware. He is also a member of the National Association of Plan Advisors (NAPA) and is a former holder of FINRA Series 6 and 63 licenses.
Outside of work, Roddy actively contributes to his community, serving on the board of the Tomás Rodríguez Medina Foundation, which aids cancer patients and their families. He has also led youth initiatives at Bethel Baptist Church in Rio Grande, Puerto Rico, where he resides with his wife and children. Before entering financial services, Roddy spent 14 years in hospitality, managing operations at high-profile resorts like Westin Rio Mar and Bahia Beach Resort.
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