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Senior Vice President, Wealth Advisor

Eric Rodriguez, CFP®

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.

FAQs

  • What’s the first step to getting started, and what should I expect during our first conversation?+
    Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
  • As a fiduciary, how are your investment incentives legally aligned with my personal success?+
    Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
  • How does your proprietary technology enhance, rather than replace, human investment expertise?+
    Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
  • How do I know my information and my wealth are safe on Farther’s platform?+
    Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
  • How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?+
    Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.

Connect with Eric Rodriguez, CFP®