Marianne S. Rodriguez , CFP®

Marianne S. Rodriguez is a Principal and Wealth Advisor in the New York office. She works with clients whose financial lives are shaped by complex income structures, cross-border ties, and life transitions.

For clients navigating partnership interests, privately held business owners, deferred compensation, and the planning that surrounds a career at a professional firm, Marianne brings deep familiarity with how that wealth is built, taxed, and eventually transitioned. For clients with international dimensions (Americans living or retiring abroad, foreign nationals with U.S. investments, dual-citizen families, etc.), she works alongside international tax specialists and cross-border estate counsel to address the intersecting tax, treaty, and succession considerations their situations require.

Prior to joining Cerity Partners, Marianne was a Director and Wealth Advisor at Round Table Wealth Management. Before that, she served clients as a Branch Manager and Private Client Investment Consultant in Southeast Florida at a national brokerage firm.

Marianne is a CERTIFIED FINANCIAL PLANNER® professional and an active participant in STEP (Society of Trust and Estate Practitioners). She was named on the Investment News 40 Under 40 Class of 2022 and is fluent in English, Spanish, French, and Portuguese.

Marianne lives in New York City with her husband, son, and their dog.

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