Senior Vice President, Wealth Advisor · Carlsbad, CA

Eric Rodriguez, CFP®

Eric Rodriguez has worked in the financial services industry for over 20 years, providing comprehensive wealth management and retirement planning.

Eric Rodriguez

About Eric

Eric Rodriguez has worked in the financial services industry for over 20 years, providing comprehensive wealth management and retirement planning. He utilizes a structured approach designed to address the broader picture of his clients' financial lives not just the numbers. Eric believes that real planning goes beyond the spreadsheet: it involves working through the values, decisions, and lifestyle choices tied to major life transitions. By aligning a client's core values, beliefs, and goals to a customized wealth plan, Eric strives to provide clarity and help clients navigate their financial futures with confidence. Eric earned his BA from San Jose State University and holds the CERTIFIED FINANCIAL PLANNER® designation, along with a Personal Financial Planning Certificate from UCLA. In 2023, he was named a Financial Planning Rising Star by FinancialPlanning.com. He is also the author of R.E.T.I.R.E. On Your Terms: 6 Steps to Build Your Wealth, and his insights have been featured in Yahoo Finance, MarketWatch, Morningstar, and Markets Insider. Eric lives in Carlsbad, California, with his wife, Edita, their two children, Camila and Cash, and their wire-haired mini dachshund, Harvey. Before entering the financial services industry, he played Division I soccer at San Jose State University and spent time with the New England Revolution (MLS). Today, when he is not working with clients, Eric can usually be found on the golf course, staying active, or enjoying family time at the beach, attending his kids' school and sports activities, or traveling to favorite spots like Disneyland, Maui, and Cabo.

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