# Outlive Financial Planning LLC

Outlive Financial Planning LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://outlivefinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/zachdrodriguez

## Regulatory record

- **CRD number:** 335299
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335299

## About

Outlive Financial Planning is a fee-only fiduciary financial planning firm for high-income millennials and families. It helps clients align time, health, and money through comprehensive planning and investment advice. The firm is a Registered Investment Adviser and offers ongoing financial planning, investment management, one-time plans, estate planning, and advisory services.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning

## People

- Zach Rodriguez — Founder & Lead Planner
- Zach Rodriguez — founder; Registered Investment Adviser and Series 65 licensee; member of the Fee-Only Network

## Questions

### How does Outlive Financial Planning source proprietary deal flow?

Outlive Financial Planning does not appear to pursue proprietary deal flow or alternative investments. Its services are focused on traditional financial planning and asset allocation for individual clients, using publicly available securities rather than private market opportunities.

### Does Outlive Financial Planning participate in fund commitments or only direct deals?

Based on available information, Outlive Financial Planning does not publicly disclose participation in fund commitments or direct deals. Its activities appear limited to traditional wealth management for individual clients.

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Last updated: 2026-08-14T12:30:00.000Z

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