Business Highlight: WealthBuilders

Last Month I started a Business Highlight segment

In that segment, I talked about a business that I thought deserved recognition for all of the hard work they are doing to make a greater impact on the world. 

This month, I am doing that again, but I am talking about a company that is also a client. Not only do I want these highlights to be about the businesses themselves and what makes them stand out in their respective industries, but I’m excited to feature a few clients who I have professionally gotten to know and personally love the way they interact and do business. 

I’m proud to announce that the second business highlight and first featured client is WealthBuilders, founded by Eric Rodriguez CFP®️.

Eric founded WealthBuilders to help high-earning sales professionals and business owners build their wealth. He realized that these professionals have a lot to juggle when it comes to building their careers, and wealth building shouldn’t be another thing on their plates. But the thing that stands out to me the most about Eric and what he has done in his business is why he wanted to help these individuals to begin with. 

Eric grew up in a family where their financial well-being was not constant. It caused a lot of pain for them, as it does for many families. Even after he went to college and graduated, he spent more money than he made, and struggled greatly. However, after he had a friend introduce him to the financial industry, Eric decided to turn his financial story around and ultimately used his experience to become the successful Certified Financial Planner he is today. 

Since working with WealthBuilders, I am pleased to say this is a businessman that is true to his word and works hard to help his clients succeed. That being said, another reason I admire WealthBuilders is because Eric doesn’t stop at just helping his clients. 

He is all about building wealth, it’s true. But even more so he cares about and is dedicated to sharing wealth and paying success forward.

In the philanthropic side of Eric’s business, his efforts are focused on decreasing the racial wealth gap in America by promoting wealth equality. A few of the ways he is doing this is by 

  1. Working intentionally with organizations that have a history of success promoting wealth equality, especially organizations that are run by people of color
  2. Working with organizations that are focused on the well-being of black and brown communities
  3. Mentoring black and Latinx aspiring financial planners 

Needless to say, getting to work with Eric on his brand + site project was an absolute TREAT! Not only was he a pleasure to work with himself, but getting to wrap up all of the goodness he has to offer into a minimal, professional and clean brand made my aesthetic insides beyond delighted.

As his brand development consultant and strategist, we provided visual identity pieces such as logo variations, fonts and colors, website development and WordPress design services, as well as other collateral pieces such as his lead magnet, sales deck and proposal.

If you would like to find more out about WealthBuilders, you can check out their website, and if you’d like to support his philanthropic efforts of making progress on the racial wealth gap, by drive awareness to promote wealth equality in America, he also has a T-shirt for sale that says “Normalize Black & Brown Wealth”, in which all of the proceeds go directly to various non-profits doing the work to help normalize black & brown wealth.

I hope this article inspires you to make moves and make a greater impact with your business.

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