Eric Anthony Rodriguez

Current Employers

Employment History

• 06/2015 → 04/2017
  Learnvest, Inc.
  New York, NY
• 10/2016 → Present
  Wealthbuilders, Llc
  Carlsbad, CA
• 07/2026 → Present
  Farther
  Carlsbad, CA
• 04/2017 → 07/2018
  Fleetcor Technologies
  San Jose, CA

Other Businesses

1.) Eric Rodriguez is the author of "R.E.T.I.R.E. On Your Terms: 6 Steps To Build To Build Your Wealth", a personal finance book that provides general financial planning information to high earning sales executives, business owners, and growing families. Mr. Rodriguez's duties as the author of "R.E.T.I.R.E. On Your Terms: 6 Steps To Build To Build Your Wealth" can create a potential conflict of interest to his provision of advisory services through WealthBuilders, LLC should a client purchase the book. Mr. Rodriguez receives compensation for the book in the amount of $19.99 per book sold. Since the book is already written, he does not devote any additional time to this outside business activity. 2.) Eric Rodriguez is the managing member and co-host of the podcast, Avocado Toast Podcast LLC, a podcast that provides financial education to millennials. Along with the podcast, Mr. Rodriguez and cohost Mathew Wheeler, CPA, will conduct the Avocado Toast Financial Planning Club ("Club"). The Club is a Do-It-Yourself community of like-minded individuals with an interest in financial education. The purpose of the Club is to provide affordable educational resources so the members can do their own financial plans, tax, and investment management. The Club will have a monthly subscription rate of $19.99-$40 per month. Mr. Rodriguez devotes approximately 8 hours per month to this outside business activity. Mr. Rodriguez duties do not create a conflict of interest to his provision of advisory services through WealthBuilders, LLC as no clients of the RIA will be clients of Avocado Toast.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-23
• S63 Uniform Securities Agent State Law Examination
  2005-05-26

Designations