About Eric
Based in Palo Alto, Eric focuses his practice on investment management, financial counseling, and tax planning.
Education and Professional Milestones
-University of Pennsylvania - BA in international relations
-Santa Clara University School of Law - JD, cum laude
-New York University School of Law - LL.M in taxation
-Investment Adviser Representative (Series 65)
-Has also worked as a tax attorney at law and accounting firms in the Bay Area
-Admitted to practice law in California and before the U.S. Tax Court