About us

Michael Rodriguez, CFP®

Founder & Financial Planner | Equanimity Wealth

Michael Rodriguez is a CERTIFIED FINANCIAL PLANNER® and the founder of Equanimity Wealth, a fee-only financial planning firm dedicated to guiding individuals and families from financial stress to lasting stability. With a deep commitment to values-driven financial planning, Michael prioritizes honesty, perseverance, and a people-first approach, ensuring that every client feels heard, empowered, and supported. Specializing in working with families, small business owners, and individuals navigating complex financial decisions, Michael provides holistic financial guidance that aligns with his clients’ unique values and long-term goals. He believes in demystifying personal finance, offering clear and actionable advice that fosters financial literacy and long-term success. Michael’s expertise spans investment management, retirement planning, business financial strategy, and cash flow optimization. With a background in sales, marketing, and financial planning, he understands the challenges of balancing personal and professional financial needs and is passionate about providing accessible, transparent, and compassionate financial guidance.

At Equanimity Wealth, Michael’s mission is clear: to empower clients on their financial journey from surviving to thriving—helping them build confidence, security, and a future that reflects their values and aspirations.

Our Vision & Mission

VISION

We aim to help everyone, no matter their background, move from just getting by to truly thriving, by building bridges over cultural, money, and class gaps, bringing peace and trust in their money matters.

MISSION

We’re here to guide you from surviving to thriving, giving you personal financial advice that respects your unique story and values, leading to a calm financial life.

What We Promise

Supportive Environment

A judgment-free space to explore
your finances.

Personalized Guidance

Clear, honest advice tailored
to your goals.

Unbiased Advice

No account minimums, no product sales, no commissions—just unbiased guidance.

Ready to Take Control of Your Financial Future?

Get personalized, judgment-free financial guidance that aligns with your values. Just honest support for every stage of life. Schedule a consultation now!