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About Us
Michael Rodriguez, CFP®
I didn’t grow up with a financial planner in the family.
Money was real in our house, sometimes tight, sometimes stressful, always present. My parents were divorced. I watched my mom navigate layoffs and lean months without a roadmap. I watched my dad carry the weight of not being able to show up the way he wanted to, financially. Nobody had someone in their corner telling them what to do next.
I became a CFP® because I know what the absence of a plan feels like and I didn’t want other families to feel that way.
I started Equanimity Wealth because the word itself says what I’m after for my clients. Equanimity: mental calmness in the face of difficulty. That’s not just a business name. It’s a belief that no matter what’s happening in your life or in the market, you can face it with steadiness when you have a real plan.
Who I work with
I work with first-generation wealth builders and young families. People who are doing the work, building something real, but doing it without a generational blueprint. People who need a guide, not a salesperson.
That’s why Equanimity Wealth is advice-only and fee-only. I don’t manage your assets. I don’t earn commissions. I don’t sell products. I build a plan with you and I stay in your corner as life changes.
If you’ve ever felt like the financial system wasn’t built for you, you’re right. And you’re exactly who I built this for.
Our Vision & Mission
VISION
A world where your zip code, your last name, and what your parents knew about money don’t determine whether you get a real financial plan.
MISSION
Equanimity Wealth provides advice-only, fee-only financial planning for first-generation wealth builders and young families. People building something real, often without a blueprint to follow. No commissions. No products. No conflicts of interest. Just a CFP® in your corner as life changes.
What We Promise
You'll always know exactly what you're paying.
One flat fee. No percentage of your portfolio, no hidden costs, no surprises on your statement. Ever.
We will never recommend something we benefit from.
Equanimity Wealth is advice-only. We don’t manage assets, earn commissions, or sell products. Our only incentive is to give you a good plan.
We will tell you the truth, even when it's uncomfortable.
If something isn’t working in your financial picture, you’ll hear it from us plainly with a path forward, not a sales pitch.
If this sounds like it was built for you — it was.
The intro call is free. No pitch, no pressure — just a conversation about where you are and where you want to go. If it’s a fit, we’ll talk about next steps. If it’s not, I’ll tell you that too.