Eric is dedicated and passionate to support and guide clients around the pitfalls of wealth management. He has built a firm that not only gives clients financial security, but also a roadmap for future financial growth.
He has a very clear process and a holistic approach to ensure nothing is missed during the financial planning experience. With his empathic and clear communication style, he delivers the highest standard of financial planning services to make sure you’re on the right track.
Eric was born and raised in San Jose, CA and is a Certified Financial Planner™.