Walnut Creek - N California Blvd

Eric Swensen

CFP®

Wealth Advisor

1646 N California Blvd, Suite 320
Walnut Creek, CA 94596

Eric Swensen
Eric Swensen

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Eric

Eric has more than 20 years of experience in the finance industry. Most recently, Eric served as a wealth advisor for Adero Partners prior to joining Focus Partners Wealth. He began his career as a trader for a technology-focused hedge fund located in San Francisco. He left the hedge fund to become the head trader for a well-known regional investment advisory firm in Silicon Valley.

Outside of the office, you can typically find Eric at home playing with his kidsor out on the golf course.

Education and Professional Milestones

  • University of California at Davis – bachelor’s degree in managerial economics