About Eric
Eric is the lead advisor for many of his own clients. He also works in planning and supporting senior advisors by developing tailored client strategies and providing ongoing analysis relating to client investments and stock options, tax and estate planning, risk management, and retirement and education funding.
Eric is a native San Diegan who lives in La Mesa with his wife, Liz, and four children. He is fluent in Spanish and his interests include soccer, woodworking, board games, reading, music, and playing with his kids.
Education and Professional Milestones
-Brigham Young University - bachelor of arts degree in economics
-Has also held roles at Davis & Seiley and Capital One Auto Finance
Eric is the lead advisor for many of his own clients. He also works in planning and supporting senior advisors by developing tailored client strategies and providing ongoing analysis relating to client investments and stock options, tax and estate planning, risk management, and retirement and education funding.
Eric is a native San Diegan who lives in La Mesa with his wife, Liz, and four children. He is fluent in Spanish and his interests include soccer, woodworking, board games, reading, music, and playing with his kids.
Education and Professional Milestones
-Brigham Young University - bachelor of arts degree in economics
-Has also held roles at Davis & Seiley and Capital One Auto Finance