Certified Financial Planner™, Investment Advisor Representative
Eric has been a Certified Financial Planner for over 10 years and in the financial services industry since 2006. He heads up our San Francisco branch focusing on wealth management, portfolio construction and retirement income planning.
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.
“In this period of increased uncertainty, we are honored & additionally inspired in our efforts assisting individuals and business owners with their planning needs.”