Rodrigo Gil, CF2

About Rodrigo Gil

Meet Rodrigo Gil, a seasoned veteran in the financial realm, boasting over twelve years of dedicated service. Mentored by industry leading figures such as Josh Mellberg, Matt Macyntire, and Tom Hegna, Rodrigo's journey has been one of continuous growth and exceptional achievements. From his humble beginnings as a junior recruiter to rising to National Manager & Coach after two years with JDMellberg to his current role as President of Client Development at UPG, Rodrigo's passion for empowering both retirees and fellow advisors has been unwavering.
Throughout his career, Rodrigo has left an indelible mark on the industry. His strategic vision and leadership have led to remarkable milestones, including facilitating a record-breaking overseeing $3Billion in retirement accounts from his agent distribution, earning prestigious accolades as a top regional marketer, to product designing , and playing a pivotal role in the successful launch of a BBB+ rated annuity carrier, recognized as the #37 fastest-growing independently owned company on the INC 500 list.
Armed with a dual bachelor's degree in Economics and Accounting from the esteemed University of Arizona, coupled with a Green Belt in Six Sigma, National Social Security Advisor & National Certified Financial Fiduciary designation, Rodrigo is widely acknowledged as an expert in advanced case designing and retirement planning. His commitment to excellence extends beyond his personal success; Rodrigo is deeply passionate about helping retirees achieve their financial goals and assisting fellow advisors in honing their skills to become exemplary professionals.
Joining forces with Universal Producers Group in 2021, Rodrigo's mission is clear: to amplify support for his team and clients, ensuring that retirees receive the guidance they need to optimize their retirement plans, maximize net income, minimize taxes, and preserve capital for generations to come. Rodrigo's dedication to mentorship and thought leadership is unparalleled, as he eagerly shares his knowledge and expertise with aspiring advisors, empowering them to deliver exceptional service and make a meaningful impact in the lives of their clients. With Rodrigo by their side, advisors can navigate the complexities of the financial landscape with confidence, knowing that they have a trusted partner committed to their success and the prosperity of their clients