Financial planning and investment management for progressive entrepreneurs and mid-career professionals with stock options.

    Life Centered Financial Advice | Smarter Investments | Values based

    Book A Meeting

    FEATURED IN

    You are a founder or a high earner and have equity compensation.

    You may be asking ...

    How do I plan for taxes and investments when I have a liquidity event?

    How do I manage my financial plan when leveraging my my Restricted stock, IS0s, NQSO’s, RSUs, etc.?

    How should I be investing for my future and managing my financial life?

    Your high-income years are critical to your financial well-being and security

    These are also some of your busiest years. I got you! It feels great to make good income/have a liquidity event, but it can also be stressful when it’s not being properly managed. I will provide you with a financial roadmap to set you up for success, share unbiased advice to help you grow your nest egg, and also show you how to keep and grow those hard earned dollars.

    WealthBuilders is a fee-only, fiduciary Registered Investment Advisor – this means I am only compensated by my clients and am legally required to put their interests first.

    How I can support you

    Investment Management

    I’m a CFP® with 18+ years of experience in financial services. I help entrepreneurs and  mid-career professionals with stock options reach their goals by focusing on their aspirations and values, and by providing investment advice that is based on evidence—not emotion.

    I apply principles from academic research and financial science to manage globally diversified, asset class portfolios for individuals and families with unbiased advice.

    Learn more

    PERSONAL FINANCIAL PLANNING

    This is where we dive deep to make sure we address each of the key areas of a financial plan to help you protect and grow your wealth. I practice Financial Life Planning which is a stronger approach to traditional financial planning that is more values-based and life-centered. 

    I align your core values, beliefs, and goals to your fully customized Wealth Plan. My goal is to help you develop a more successful and satisfying relationship with money.

    Learn more

    Nice to meeet you!

    Hi I’m Eric, I’m dedicated and passionate in the work that I do. I support and guide clients around the pitfalls of wealth management. My firm is built on a foundation of not only giving clients financial security, but also a roadmap for future financial growth.

    I have a very clear process and a holistic approach to ensure nothing is missed during the financial planning experience. I have an empathic and clear communication style, I deliver the highest standard of financial planning services to make sure you’re on the right track.

    I was born and raised in San Jose, CA and I’m a proud Certified Financial Planner™.

    Read Eric's Full Story

    Reviews

    Eric is friendly, professional, and well-versed in all facets of financial planning and investment management. Although he is equipped and experienced to partner w/ folks who have been working with a Financial Expert their whole lives, for someone like myself who is early in my career and new to many of the topics we discuss, Eric breaks everything down so it's easy to learn and master. He goes out of his way to make himself available to answer any questions. I can't recommend Eric enough!
    - Kory Kivi
    Eric is a fantastic financial advisor. We have been with him for 2+ years. Eric is professional, responsive and customizes his approach for each of his customers - he is fantastic!
    - Courtney Ring
    Eric has been the financial advisor for me and my wife since 2017. Our professional relationship couldn't have come at a better time, as I'd just come into a sizable amount of money after a tech IPO and need direction on how to best allocate funds.
    His guidance over the years has been invaluable. He's extremely personable, knowledgeable, honest and reassuring. He never pressures us into anything, and allows room us to make the right decisions for us. His frameworks for day to day and long-term financial health and wealth management have been extremely beneficial for us.
    I've referred so many of my friends across various industries and economic backgrounds (tech, professional athletes, friends wanting general advice, etc) to him and they've all said the same thing: he's the real deal!
    I'd bet the house on WealthBuilders!
    - Justin Washington
    Previous
    Next

    Recent articles

    How Instacart Employees Should Prepare For The IPO

    September 18, 2023
    After nearly two years of a tech IPO drought, we have some action! Instacart has officially filed their S-1, and it’s the perfect time for shareholders to take their stock
    Read More

    The Basics of Socially Responsible and Impact Investing

    February 4, 2021
    Investors have a lot of options when it comes to where they want to put their money–– individual stocks, bonds, mutual funds, and ETF’s are all options traded on public
    Read More

    10 Questions Sales Executives and Top Performers Should Ask Themselves When It Comes To Their Finances

    January 13, 2020
    As a former sales executive/top performer, I understand how difficult it can be to manage both your sales goals and personal finances. It’s a daunting task to be fiscally responsible
    Read More

    Now, is better than later

    I'm here to help protect + grow your financial wealth.

    Book A Meeting