Eric Rodriguez
CFP®
WealthBuilders LLC
Founder
Eric Rodriguez
CFP®
WealthBuilders LLC
Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Eric Rodriguez, CFP®
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Eric Rodriguez is a San Diego, CA fee-only financial planner. WealthBuilders LLC provides comprehensive financial planning and investment advisory services to help EARLY TO MID-CAREER PROFESSIONALS IN TECH. As a fee-only, fiduciary, and independent financial advisor, Eric Rodriguez is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Eric Rodriguez is a Certified Financial Planner™ and a fiduciary financial advisor. He has been in the financial services industry for 17+ years. Prior to founding WealthBuilders, Eric worked for Transamerica, American Express, and LearnVest. Eric is dedicated to helping working professionals and families get ahead financially by offering objective advice.
Eric graduated from San Jose State University and received his Personal Financial Planning Certificate from UCLA. He lives in San Diego with his wife, two children, and dog. Eric enjoys spending time with family, playing golf, and traveling.
Eric Rodriguez is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
WealthBuilders LLC is a registered investment advisory firm that provides fee-only investment management and is dedicated to assisting our clients in constructing a disciplined long term investment plan that is compatible with our holistic approach to their financial situation. As a registered investment adviser we uphold a fiduciary standard of integrity, honesty, good faith, and full disclosure.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Eric Rodriguez is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Eric Rodriguez is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Eric Rodriguez
Office Locations:
-
111C Street
Encinitas, CA 92024
