financial planning and investments for all of your life transitions
Life Centered Financial Advice | Smarter Investments | Values based
FEATURED IN
Client Milestones
You are a working professional and have money questions
You may be asking ...
How do I plan for taxes and investments when I have a liquidity event?
Am I on track to achieve my financial goals?
How should I be investing for my future and managing my financial life?
Your high-income years are critical to your financial well-being and security
These are also some of your busiest years. I got you! It feels great to make good income/have a liquidity event, but it can also be stressful when it’s not being properly managed. I will provide you with a financial roadmap to set you up for success, share unbiased advice to help you grow your nest egg, and also show you how to keep and grow those hard earned dollars.
WealthBuilders is a fee-only, fiduciary Registered Investment Advisor – this means I am only compensated by my clients and am legally required to put their interests first.
How I can support you
Investment Management
I’m a CFP® with 18+ years of experience in financial services. I help working professionals reach their goals by focusing on their aspirations and values, and by providing investment advice that is based on evidence—not emotion.
I apply principles from academic research and financial science to manage globally diversified, asset class portfolios for individuals and families with unbiased advice.
PERSONAL FINANCIAL PLANNING
This is where we dive deep to make sure we address each of the key areas of a financial plan to help you protect and grow your wealth. I practice Financial Life Planning which is a stronger approach to traditional financial planning that is more values-based and life-centered.
I align your core values, beliefs, and goals to your fully customized Wealth Plan. My goal is to help you develop a more successful and satisfying relationship with money.
Nice to meeet you!
Hi I’m Eric Rodriguez, I’m dedicated and passionate in the work that I do. I support and guide clients around the pitfalls of wealth management. My firm is built on a foundation of not only giving clients financial security, but also a roadmap for future financial growth.
I have a very clear process and a holistic approach to ensure nothing is missed during the financial planning experience. I have an empathic and clear communication style, I deliver the highest standard of financial planning services to make sure you’re on the right track.
I was born and raised in San Jose, CA and I’m a proud Certified Financial Planner™.
protect and grow your wealth
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