Eric has been the financial advisor for me and my wife since 2017. Our professional relationship couldn't have come at a better time, as I'd just come into a sizable amount of money after a tech IPO and need direction on how to best allocate funds. His guidance over the years has been invaluable. He's extremely personable, knowledgeable, honest and reassuring. He never pressures us into anything, and allows room us to make the right decisions for #us. His frameworks for day to day and long-term financial health and wealth management have been extremely beneficial for us. I've referred so many of my friends across various industries and economic backgrounds (tech, professional athletes, friends wanting general advice, etc) to him and they've all said the same thing: he's the real deal! I'd bet the house on WealthBuilders! read more

Eric is friendly, professional, and well-versed in all facets of financial planning and investment management. Although he is equipped and experienced to partner w/ folks who have been working with a Financial Expert their whole lives, for someone like myself who is early in my career and new to many of the topics we discuss, Eric breaks everything down so it's easy to learn and master. He goes out of his way to make himself available to answer any questions. I can't recommend Eric enough! read more

I needed help with getting my finances in order. After searching and calling several places and being disappointed with their options and prices, I found Eric on Yelp. Reading through all of Eric's five star reviews, I figured he might be able to help me as well. After talking with Eric for the first time, I felt relief. He took the time to explain everything to me in detail. He created a plan for me to follow. He built me my own website where I can keep track of my financial health and stay on track with the goals he has set for me. He is very thorough and knowledgeable with his advice. He takes the time to explain to me about how to manage my income, how to save and how to reach financial freedom. He is showing me how to save money in ways I never even knew possible. He returns all my emails promptly and is patient with me when I ask him the same questions over and over. I am super excited about my financial future now, thanks to Eric! I have recommended him to several friends and family members, I believe anyone and everyone can benefit from Eric's services. read more

As a divorcee and now newly married woman, it's been quite a roller coaster ride for me financially. When I got divorced, I had nothing and had to start from the ground up. Eric was there to help guide me financially and set me up with a financial plan that helped me save the most money I have ever saved in my life! Being on a budget was a foreign concept to me. To be honest, I didn't believe in myself enough to think I could actually do it, but Eric did! He held me accountable, educated me on the importance of saving for the future and investing my money smartly. Anything worth having is never easy and it definitely took some time for me to get back on my feet! With Eric as my financial coach, I became a strong, single, independent woman living on my own, paying my own bills, investing smartly and FINALLY had a nice sized saving account! Eric is smart, educated and passionate about financial services. You won't find anyone as good as him! He's humble and is willing to help anyone. It doesn't matter how much money you have! After about five years of living as a single lady, I met my husband and am now married again! Eric helped us get all of our finances in order! We are now a well oiled financial machine working together to build a future towards financial independence! Thanks to Eric our portfolio is growing tremendously every day! I don't know what we with do without him! read more

Eric is wonderful...he is honest, supportive, knowledgeable and cares about his clients. These aren't always words used to describe a financial planner but it is in this case. You cannot go wrong with Wealthbuilders! read more

If you want a financial advisor that will work as hard for you as your money is supposed to, you found that in Eric. My family has known Eric for over two decades and he is one of the few who has a solid foundation in fundamentals, but also is invested in his clients success. Future you will thank present you for making the decision to put Eric in your corner and on your team. read more

As newlyweds, my husband and I wanted to align our finances and get started on the right path to start building our family foundation. I'm pleased to say that Eric Rodriguez was the perfect fit. In addition to providing us with financial advice, he acted as a mediator to guide us towards making the right decision as a couple (versus individuals). I've always considered myself somewhat financially literate but was still extremely educated by Eric's wealth of knowledge, resources, and honesty. With Eric having a fiduciary model, it's comforting to know that our interests are being managed ahead of his profits. I'd recommend Eric to anyone, but in particular to newlyweds in their 30's. He are responsive, knowledgeable, friendly, and extremely professional. We asked the most basic questions about our taxes, retirement, and general financial planning. Eric ALWAYS takes the time to explain things to in a way we can understand. Eric will help you combine your finances, set expectations, and help you become wealthy automatically (no penny-pinching budget tactics here). There was no judgement, no wrist-slapping, no "no more dinners out for a while" - just a rock solid, logical plan to get us on the path to being profitable (and eventually, millionaires). If you're looking for a financial advisor who feels more like your friend and who just so happens to have all the answers - Eric is the way to go. read more

Eric is smart, creative, thoughtful, and always has your best financial interest at heart. I've worked with him for years, and during that time he's provided valuable guidance on all aspects of my financial portfolio. He has also helped to ensure my family is covered by working with his partners to set up my life insurance policy and a will and trust. I so appreciate this "360" support. I know I am always in good hands with Eric. read more

Before we found Eric, it felt that we were just floundering with our finances. We had no clear plan and really didn't know what to do. Thankfully Eric came into our lives and really helped us establish clear goals and a clear plan on how to get there. He has been a great resource and partner. Eric checks in on us, follows up with any action items and is really knowledgable in developing the best plan for my family. I will never forget the first few weeks of the COVID pandemic with all of the paycheck and financial uncertainty in the world - we never worried and had so much peace in regards to our finances, because Eric had set us up on a great plan for success. read more

I have known and worked with Eric for over 10 years, he is very knowledgeable, responsive to help answer my questions about investing or important financial choices. I recommend him to anyone looking for a financial advisor to handle retirement savings or life insurance. I personally trust him and I recommend him as a good person to work with. read more

I would vouch for everything each reviewer has said about Eric and his Wealth Builders business. In our early 30's, my partner and I needed to start planning for the future after the purchase of our first home. Eric has been exemplary in his knowledge, help, and guidance in planning for our future. He explains good financial planning as "risk mediation", how can we alleviate the impact of negative turns in our lives, through thorough financial planning. There is a whole WORLD of acronyms and areas that as an individual, I needed exposure and help to understand. Instead of stashing money away under a mattress, money needs to work as hard as we do. I HIGHLY recommend everyone set up a meeting to see what Eric can do for you. Whether you're starting to save for a home, planning for retirement, or wanting to guarantee financial freedom, do yourself a favor and sit down to see how he can change the trajectory of your future. It's really not hard... he takes care of it all. read more

Before meeting with Eric, I knew little about finical freedom. Eric took his time educating me on every potential avenue towards my future, retirement, and current investment plans. I ask A LOT of questions and he was able to answer all of my questions and address ALL of my concerns. With his abundance of knowledge he backed all of his explanations with easy to understand rationales. I now know exactly where I'll be in 5, 10, and 30+ years from now. I can't thank him enough for helping me achieve my goals. I highly recommend Eric at Wealth Builders for financial guidance. read more