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Eric Rodriguez, CFP®

Founder | Financial Planner at WealthBuilders | Author | Speaker

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WealthBuilders Eric Rodriguez, CFP®
Encinitas, CA

Serving Clients Nationwide

Founder | Financial Planner at WealthBuilders | Author | Speaker

(408) 647-0518

Website

Areas of Focus

  • Equity Compensation Options
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Eric Rodriguez. I was born and raised in San Jose, CA. My dad was a business owner and mom was in education. I grew up playing soccer and was recruited to play Division 1 collegiate soccer at San Jose State University. After I graduated, I had the opportunity to spend time with the New England Revolution (Major League Soccer) in Boston. I loved soccer, but knew playing with the reserves in MLS was probably not going to pay the bills. After soccer, a friend led me to an opportunity in the financial services industry.

Growing up, money management and investing was always a major challenge in our family. We went through cycles of having money, then losing it all, and then starting the cycle over again—for decades. The financial struggle was real and caused a lot of pain, as it does with so many families. Ultimately, my experiences motivated me to break the cycle and eventually become a Certified Financial Planner™.

I earned my Personal Financial Planning Certificate from UCLA, became a CFP® and founded WealthBuilders, LLC to help people protect and grow their wealth.

WHY I AIM HIGH

My 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.

My wife of 10+ years is Edita, a full-time business executive, and we have two children, Camila and Cash. We also have two mini-dachshunds, Pickle and Mya.

We love to travel domestically and internationally. Disneyland, Maui, and Cabo are our favorites at 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.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • The AGC

Primary Location

111 C Street, Encinitas, CA 92024

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

FINANCIAL PLANNING AND INVESTMENT MANAGEMENT FOR PROGRESSIVE ENTREPRENEURS AND MID-CAREER PROFESSIONALS WITH STOCK OPTIONS.

YOU ARE A FOUNDER OR A HIGH EARNER AND HAVE EQUITY COMPENSATION.

YOU MAY BE ASKING ...

✅ How do I plan for taxes and investments when I have a liquidity event?

✅ How do I manage my financial plan when leveraging my my Restricted stock, IS0s, NQSO’s, RSUs, etc.?

✅ 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.

INVESTMENT MANAGEMENT

I’m a CFP® with 18+ years of experience in financial services. I help entrepreneurs and mid-career professionals with stock options 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.

Education

San Jose State University, BA, Communications/Business

Hobbies and Interests

  • Beach
  • Family
  • Sports
  • Traveling

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Engineers
  • Gen X
  • Technology Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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