Updated November 20, 2023
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WealthBuilders, LLC

Investment Advisor Firm
Total assets under management$28M
Years in business7+

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

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management

More about WealthBuilders, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2863481

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Pricing options

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