Eric Rodriguez
Investment adviser representative at Core Planning
13 yearsExperience
2 statesRegistered in
$525MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Core Planning, LLCDec 2025 to now
- Magellan FederalJul 2025 to now
- Wfg Insurance AgencyFeb 2020 to now
- Tapfin/eyJun 2025 to Dec 2025
- Xpress Recon LLCApr 2012 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MO, NJ).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4799628
- Firm CRD
- 154660