Raoul Rodríguez Walters

Raoul Rodríguez Walters, MS, CFP ®, leads the Mexico Advisor team of professionals, specifically applying his expertise and experience in helping citizens of other countries living in Mexico with their financial planning needs. He comes to this position quite naturally, having grown up in a bicultural, bilingual household. His early exposure to cross-cultural situations, a gift from his American mother and Mexican father, created in him a natural interest in expanding his global perspective and motivating him to learn four languages: English, Spanish, Portuguese and Arabic.

His educational and professional paths have also prepared him well for his present focus. After earning his undergraduate degree in Economics from the University of Texas at Austin, in 1989, he worked in Mexico City for the international department of the brokerage firm of Acciones y Valores de México. Following his marriage, he and his wife, Nancy, lived and traveled for extended periods of time in Venezuela, Sudan and the Republic of Georgia. During that time, Raoul worked as a legal translator and business consultant for organizations such as the American Embassy, UNICEF and CARE. This rich collection of experiences living abroad have given him a profound appreciation and understanding of the special needs faced by the international community living in Mexico.

Raoul has worked as a cross-border financial planner since 1998. Raoul has a master's degree in financial planning from the College of Financial Planning and is a Certified Financial Planner ( US designation). Raoul has successfully completed the Series 7 exam required of U.S. stockbrokers and all exams required of stockbrokers in Mexico. He is an active member of the Financial Planning Association, forming part of their International Advisory Committee. Raoul is also a member of the U.S. Delegation negotiating International Standards for the Financial Planning Profession. He heads the sub-committee responsible for setting competencies.

Aside from enjoying leisure time and travel with his wife and two children, he also takes pleasure in reading, collecting first edition books and following the University of Texas Longhorns sports clubs.