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Michael Rodriguez (CFP®)

Michael Rodriguez focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs

Planning Specialties

As a CERTIFIED FINANCIAL PLANNER™ professional, I specialize in advice-only financial planning for individuals, families, and small business owners who want clarity, confidence, and peace of mind. I focus on helping clients make smart financial decisions aligned with their values—without the pressure of sales or investment minimums. Whether you're navigating a major life transition, merging finances with a partner, preparing for a growing family, or juggling the demands of running a business, I provide holistic, judgment-free support tailored to your unique situation. I work closely with clients on cash flow planning, tax strategies, student loan repayment, insurance reviews, business planning, retirement preparation, and more. At Equanimity Wealth, my mission is to help clients move from surviving to thriving. That starts with listening first, understanding your story, and partnering with you to create a plan that fits your life—not someone else’s expectations.

Additional Information

Based in Glendale, CA, I live with my wife and our two young daughters. Outside of work, I’m into road biking, street photography, and exploring new hiking trails around Southern California.

NAPFA Start Date

May 08, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Granada Street Glendale, CA 91205 Phone: (818) 696-3750
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