Zach Rodriguez is a San Diego financial planner and founder of Outlive Financial Planning. His work has been featured in national financial and retirement publications focused on military families, intentional wealth, and modern retirement strategy.
As a fiduciary financial planner based in San Diego, Zach works with professionals, military families, and pre-retirees who want a modern approach that integrates health and wealth, supports financial independence, and aligns money with time and purpose.
Based in San Diego, Zach serves clients throughout San Diego County and across the U.S.
Barron's
Barron's feature on Zach Rodriguez's approach to financial planning for military service members, focused on retirement readiness, tax strategy, and long-term wealth building.
Rethinking65
Rethinking65 Q&A exploring Zach's modern retirement planning philosophy and how health, longevity, and financial decisions intersect for people in their 40s and 50s.
MSN
MSN coverage of Outlive Financial Planning and its mission to help military families build financial clarity, resilience, and long-term financial independence.
Super Age
Super Age feature on rethinking retirement through the lens of healthspan, time freedom, and intentional wealth, not just traditional milestones.
Investor Magazine
Investor Magazine piece by Zach on mental buckets for money: why compartmentalizing is difficult under stress, how to give every dollar a job (bearing and bingo), and how a simpler bucket system can support goals without sacrificing the present.
Learn more about financial planning services in San Diego, meet Zach Rodriguez, and the health and wealth approach.