you only retire once, we will help you secure your financial future.
ABOUT ERIC
He was born and raised in San Jose, CA. He grew up playing soccer and was recruited to play Division 1 collegiate soccer at San Jose State University. After he graduated, he had the opportunity to spend time with the New England Revolution (Major League Soccer) in Boston. He loved soccer, but knew playing with the reserves in MLS was probably not going to pay the bills.
After soccer, a friend led him to an opportunity in the financial services industry and he never looked back. He held senior positions for firms like Transamerica, American Express, and LearnVest before launching WealthBuilders, LLC.
ABOUT Edita
Edita Rodriguez is Vice President of Client Services & Operations at WealthBuilders, LLC. She brings a multifaceted background in communications and client services from her work with Clever, Hella Social Impact, Edelman and NBC.
At WealthBuilders, Edita focuses on creating efficient systems and delivering an exceptional client experience.
Associations
why we aim high
Our beautiful family, that is it.
We love to spend time together, eat good food, go to the beach and parks, and stay active. Our weekends are filled up with kids’ activities, sports, family, and fun.
These two cuties are Camila and Cash. We also have a mini-dachshund named Harvey. We love to travel domestically and internationally. Disneyland, Maui, and Cabo are our favorites at the moment. Edita and I love a good happy hour and spending quality time with friends and family. Our goal is to continue saving for our financial future and build a legacy for our family.