Mathias Rodriguez

Wealth Management & Financial Strategy Consultant

I assist individuals, executives, and self-employed professionals in structuring, optimizing, and developing their assets.

My approach is based on a comprehensive analysis of your situation to build solutions tailored to your objectives: retirement planning, tax optimization, building real estate and financial assets, family protection, wealth transfer, or generating additional income.

My areas of intervention:

✅ Wealth audit and personalized assessment

✅ Tax optimization

✅ Financial investment strategies

✅ Investment real estate

✅ Retirement planning

✅ Spouse and family protection

✅ Wealth transfer

✅ Support for executives and self-employed professionals

Coming from management control and corporate finance, I bring a pedagogical, pragmatic, and results-oriented approach. My goal is to make wealth management topics accessible to enable everyone to make informed decisions for their financial future.

Steering and control of general expenses (SG&A) across several business areas. Development of budgets and forecasts, analysis of variances between actuals and projections, production of financial reports for management, support for operational staff in monitoring their expenses, and identification of cost optimization levers. Participation in monthly closings, improvement of financial processes, and development of decision-making tools to enhance the company's economic performance.

Steering the financial performance of the national network, developing budgets and forecasts, analyzing results and variances, producing reports for management, monitoring performance indicators (KPIs), and supporting operational staff in decision-making. Participation in monthly closings and improvement of management and internal control tools.