Eric Rodriguez, CFP® WealthBuilders, LLC

About Eric Rodriguez, CFP®

Through his experience as a high-earning sales professional and his hard-learned lessons from childhood, Eric developed dedication and passion to support and guide clients around the pitfalls of wealth management. He has built a firm that not only gives clients financial security but also a roadmap for future financial growth.

He has a very clear process and a holistic approach to ensure nothing is missed during the financial planning experience. With his empathic and clear communication style, he delivers the highest standard of financial planning services to make sure you’re on the right track.

Eric was born and raised in San Jose, CA and is a CERTIFIED FINANCIAL PLANNER™ professional with more than 16 years of experience in financial services.

“I help sales executives, business owners, and growing families reach their investment goals by focusing on each of their specific goals 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.”

Read Eric’s blog here: https://wealthbllc.com/blog/

Contact this advisor

Ideal Clients

  • Business Owners
  • Gen X
  • HENRY
  • Pro Bono
  • Sales Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $125+/mo
  • Quarterly Fee: $375+/qtr
  • Flat Fee: $1500+/engagement
  • Assets Under Management: 1.00%

SEC Records

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