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Eric Nieto

Eric Nieto

Certified Financial Plannerâ„¢, Investment Advisor Representative

Eric is a Certified Financial Planner and has been in the financial services industry since 2006, and heads up our San Francisco branch office.  Prior to joining the team Eric spent 6 years as a corporate insurance bond broker and 3 years as an underwriter and credit analyst.

  His educational background includes a Bachelor’s degree in Finance and Accounting from the University of Texas at Austin.  Eric is on the lead planning team specializing in financial, investment and retirement income planning, providing superb service to our Bay Area clientele.