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Michael Rodriguez

CFP®

Contact Information

Glendale, CA

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

Michael Rodriguez, CFP®, is a Glendale, CA native and CERTIFIED FINANCIAL PLANNER™ professional dedicated to helping families and individuals achieve financial clarity and peace of mind. With a people-first approach, he empowers clients from all backgrounds to align their finances with their values and move from surviving to thriving.

Growing up in a diverse community and navigating different financial relationships with his wife, Michael understands that everyone’s financial journey is unique. He believes financial planning should be accessible, compassionate, and tailored to each client’s needs. His services—rooted in honesty, perseverance, and empathy—create a welcoming environment where clients feel understood and supported.

Michael specializes in guiding families through life’s transitions, from saving for education and buying a home to merging finances and planning for retirement. With one-time financial blueprints, ongoing subscriptions, and hourly coaching, his fee-only model ensures financial planning is available to all—not just the wealthy.

Outside of work, Michael is a proud husband and father of two daughters. His passion for building a better future extends beyond finances, as he actively gives back to his community and supports causes promoting inclusivity and opportunity.

At Equanimity Wealth, Michael challenges industry misconceptions by fostering trust, empowering clients, and providing a steady hand to help them thrive in their financial lives.

Fee Models
  • Monthly:

    $169/mo

  • One Time Fee:

    $299

  • Hourly:

    $175/hr

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • Families with Children

  • Business Owners

  • Newlyweds/Couples

  • Consultants

  • Remote Workers

Areas Of Specialization
  • Small Business

  • Investments

  • Budgeting

  • Debt & Credit

  • Estate Planning

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.