Hi, I’m Eric Rodriguez. I help families bring clarity and calm to their financial lives so they can protect what matters most and build a legacy with confidence.

A pivotal family experience early in my life taught me how quickly circumstances can change — and how essential it is to have a plan that brings stability and peace when it’s needed most.

With more than 20 years of experience across institutional and personal finance, I’ve learned that real guidance is about understanding people, not just numbers. I often coordinate with estate attorneys to help families protect what matters most with clarity and intention.

I began my career at global investment banks in New York and the Cayman Islands, supporting sophisticated financial structures and international teams. Over time, I realized that what I valued most wasn’t the complexity — it was helping real people make confident decisions about their future.

Today, I serve families, couples, and business owners through a planning-first approach that blends financial strategy, estate coordination, and long-term clarity. Clients often tell me they feel more organized, supported, and confident about their decisions moving forward. I’m also trusted to work on military installations, where I teach financial readiness and provide counseling to service members and their families — a responsibility I hold with deep respect.

My focus is simple: take what feels complicated and make it clear, organized, and aligned with what you value most. I want every family I work with to move forward with clarity, confidence, and peace.

Outside of work, I’m a husband and father, and my family is at the center of everything I do.