State
California
Description
- Eric helps clients plan for their financial future and prepare for unexpected life events. He supports individuals and families with coordinated strategies across saving, investing, and long-term planning. He values clear guidance and steady communication.
- Eric began his career in financial services in a franchise advisory office, progressing from client service into advising. He earned a B.A. in Economics from Whitworth University. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
- Eric’s approach is thoughtful, organized, and easy to follow. He simplifies complex choices into clear steps and helps clients stay on track through changing circumstances. He believes planning works best when it is proactive and personal.
- Eric lives in West Los Angeles with his wife, Sofia. They enjoy exploring local restaurants and activities across the city.