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
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