About

About Us

Serve & Protect Financial, Inc. was founded in 2011 by former first responder Brian McGinnis with a focus on assisting law enforcement and other special risk classifications in the Florida Retirement System (FRS). With his strong working knowledge of the Florida Retirement System, as well as, many Municipal Retirement Plans, Brian takes great pride in assisting First Responders with their financial planning anywhere in the State of Florida. Brian believes his success has come from the fact that he served his entire career as a First Responder. A special bond of trust is developed with other men and women who risk their lives everyday working in the same field.

In January of 2015 Serve & Protect Financial Inc. teamed with Independent Financial Partners (IFP), located in Tampa, Florida. Founded in 2000 by CEO William Hamm Jr. on the principals of independence, flexibility and collaboration, IFP is an SEC Registered Investment Adviser (RIA) and a comprehensive financial advisor support firm with home/corporate offices in Tampa, Florida, and Phoenix, Arizona. IFP works directly with its advisors to provide technological, compliance, marketing, business development, and operational support, as well as access to seasoned professionals in the fields of retirement, wealth management, insurance and institutional services.

IFP is dedicated to delivering personalized service to its growing network of more than 460 independent advisors, nationwide. As of Dec. 31, 2015, IFP oversees nearly $4 billion in assets under management and another $28 billion in plan assets under advisement. With IFP full support system in place, Serve & Protect Financial Inc. has positioned itself to assist the thousands of high risk first responders throughout the state of Florida.

 

 

Brian McGinnis – Financial Advisor, Serve & Protect Financial, Inc.

Brian McGinnis – Former First Responder and Founder, Serve & Protect Financial, Inc.

Carlos E. Rodrigues – Serve & Protect Financial

Carlos E. Rodrigues – Former Police Officer and Financial Advisor, Serve & Protect Financial, Inc.

Brian McGinnis is a retired State of Florida Deputy Sheriff with nearly 25 years of service. His career in law enforcement included areas of Corrections, Courts Security, Patrol, Division, Community Policing, Detective Division, SWAT, with his final 4 years of service as a Sergeant in the Patrol Division.


Licenses & Designations:
FINRA Series 6 and 7 are held with LPL Financial.
Series 65 is held with Independent Financial Partners
Florida 2-15: Life, Health and Variable Annuity Insurance License.

Brian also holds a bachelor’s degree in Business Management and a master’s degree in Criminal Justice from Hodges University in Naples, Florida.

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Carlos Enrique Rodriguez is honorably retired Deputy Sheriff with the Miami-Dade Police Department after 25 years of service. His career in law enforcement included uniform patrol, marine patrol, bike patrol, training, investigations, with his final years of service supervising the senior road patrol squad.

 

Licenses & Designations:
FINRA Series 6, 7 held with LPL Financial.
FINRA Series 66 held with LPL Financial and Independent Financial Partners.
Florida 2-15: Life, Health and Variable Annuity Insurance License.

Carlos also holds an AA in Criminal Justice and a bachelor’s degree in Construction Management.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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FIRE

 

LAW ENFORCEMENT

 

RESCUE