ERIC RODRIGUEZ, CFP®
Eric Rodriguez is CEO and Founder of Rodriguez Wealth Management, Inc., a Licensed Insurance Agency and Rodriguez Investment Advisory, Inc., a Registered Investment Advisor, offering portfolio management and fee-based financial planning. He has worked in the financial services industry since 1999. His goal is to help take the complexity out of investing and retirement planning so that his clients can enjoy their future with confidence and financial security. Although we are a full service financial planning firm our practice focuses on retirement planning, income strategies and legacy planning.
Through his hard work and diligence, Eric has earned the honor of being a Court of the Table member of the Million Dollar Round Table for several years. Eric graduated from the University of South Florida with a B.S. in Finance. He has been a licensed Life, Health and Variable Annuity agent since 1999 and holds a series 65 registration. Eric is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Certified Financial Planner Board of Standards. A native of New York, he now resides in Sarasota, Florida with his wife and son.