PEOPLE OF LAKE NONA | COVER STORY
LEAVING A
LEGACY
FINANCIAL TEAM INVESTS FOR CLIENTS’ FUTURE BY AMADO J. BOBADILLA
The duo applies that same driving, uncompromising aplomb to developing financial strategies for their clients. The two have served the financial planning and investment needs of a wide variety of clients since 2013 in downtown Orlando. In June 2020, amid the pandemic, they opened a Lake Nona office. It was the perfect fit for two uncompro-
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mising professionals searching for their niche. “Lake Nona is a young, innovative, entrepreneurial community,” Navarrete says. “We’re both career-minded entrepreneurs. We’re young, we’re married, we have kids. We know what Lake Nona is all about. Living here makes me feel like I’m part of a movement; like I’m making the world a better place. It’s a very innovative little city here and everyone is looking for growth.” “It’s a city looking and moving toward the future, and that’s what our company is all about: preparing the next generation,” Rodriguez adds.
DENEE HICKMAN
F
elipe Navarrete and Luis Rodriguez have long been competitive. In fact, they met at a friend’s birthday party trying to one-up each other at ping pong and cornhole. In their intense—albeit good-natured— jockeying for ascendency that day, a friendship formed that has gone on to pay great dividends for them.
