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About WealthBuilders, LLC
WealthBuilders LLC, led by Certified Financial Planner™ Eric Rodriguez, offers a financial planning experience deeply rooted in personal commitment and ethical values.
Personal experiences of financial struggle inspired Eric's journey from a sports career to the financial industry. Witnessing unethical practices at a previous firm motivated him to establish a better way. At WealthBuilders, he follows an authentic path, leading with financial advice and a comprehensive approach to financial planning.
With a solid educational background, including a Personal Financial Planning (PFP) certificate from UCLA and the prestigious CFP® certification, Eric founded WealthBuilders to help individuals protect and grow their wealth.
For high-income earners and mid-career professionals, Eric provides a financial roadmap to success. His expertise in investment management draws from over 18 years in the financial industry, emphasizing evidence-based, globally diversified portfolios.
WealthBuilders doesn't just focus on finances; it delves deep into clients' values and aspirations. Eric practices Financial Life Planning, aligning core values and goals with a custom wealth plan for a more fulfilling relationship with money.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Investment Management
More about WealthBuilders, LLC
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 286348 | 1 |
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