Roddy M. Caraballo, CRPC®, CAS®, NQPC™, CIS™, launched his career in 2009, focusing on retirement planning, annuities and insurance strategy. Guided by a belief that honesty and integrity outweigh professional accolades, this philosophy has been the cornerstone of his success. He began at Mutual of Omaha, earning Honor Club recognition, before joining AXA Advisors, where he achieved ESF status after five years.

Roddy holds several 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. In addition, he is a member of the National Association of Plan Advisors (NAPA) and previously held FINRA Series 6 and 63 licenses.

Beyond his professional work, Roddy is dedicated to serving his community. He is a board member of the Tomás Rodríguez Medina Foundation, supporting cancer patients and their families, and has led youth initiatives at Bethel Baptist Church in Rio Grande, Puerto Rico, where he lives with his wife and children. Before transitioning to financial services, he spent 14 years in hospitality, managing operations at renowned resorts such as Westin Rio Mar and Bahia Beach Resort.

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