Michael Rodriguez

Michael Rodriguez

CFP®
Fee Structures
Monthly
$199+/mo
One-time
$699
Hourly
$175/hr

Introduction Video

About Me

Michael Rodriguez, CFP®, is the founder of Equanimity Wealth, an advice-only financial planning firm serving first-generation wealth builders, young dual-income families, and communities often overlooked by traditional finance. No commissions, no AUM fees, no products to sell — just flat-fee planning built around your actual life.

Michael specializes in guiding families through life's transitions: buying a first home, merging finances, navigating career changes, planning for kids and retirement. Whether you need a one-time financial blueprint, ongoing coaching, or hourly help with a specific decision, his model makes real financial planning available to people who've never had access to it — not just the wealthy.

Based in Glendale, CA, Michael is a husband and father of two daughters. He believes good financial advice should feel calm, not chaotic — real, not polished for its own sake.

Mission Statement

Equanimity Wealth exists to make real financial planning accessible to families who've historically been left out of the conversation — first-gen wealth builders and young couples building something real, often for the first time in their family.

Why I Became an Advisor

I didn't grow up with a financial planner in the family. Money was real in our house — sometimes tight, sometimes stressful, always present. I watched my parents navigate financial stress without a roadmap and without anyone genuinely in their corner. 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.

Areas of Specialization

Small Business
Employee Benefits
Investments
Cryptocurrency
Retirement

Ideal Clients

Families with Children
Business Owners
Newlyweds/Couples
Travelers
DIY Investors

Contact Information

Glendale, CA
Meets Virtually
Meets In-Person
Accepting New Clients