Eric Rodriguez (CFP®)

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

  • Business Owners
  • Corporate Executives
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Millennials

Planning Specialties

Comprehensive Financial Planning and Portfolio Management for mid-career sales executives and business owners. 



Additional Information

Through his experience as a high-earning sales professional and hard lessons learned from his upbringing, Eric developed dedication and passion to support and guide clients around the pitfalls of wealth management. He has built a firm that not only gives clients financial security, but also a roadmap for future financial growth.

He has a very clear process and a holistic approach to ensure nothing is missed during the financial planning experience. With his empathic and clear communication style, he delivers the highest standard of financial planning services to make sure you’re on the right track.

Eric was born and raised in San Jose, CA and is a CERTIFIED FINANCIAL PLANNER™ professional with more than 16 years of experience in financial services.

“I help sales executives, business owners, and growing families reach their investment goals by focusing on each of their specific goals 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.”

NAPFA Start Date

March 02, 2020


This Office

1702L Meridian Ave Ste 307 San Jose, CA 95125-5534 Phone: (408) 647-0518