Mid-Career professionals & business owners

    Wealthbuilders is a progressive wealth management firm dedicated to helping you align your money with your values.

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    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, 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 16+ years of experience in financial services. I help mid-career professionals & business owners reach their investment goals by focusing on each of their specific goals 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.

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    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. We 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.

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    Meet ERIC

    Through his experience as a high-earning sales professional and hard lessons learned from his upbringing, Eric developed dedication and passion 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™.
    Read Eric's Full Story

    Recent articles

    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
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    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

    Estate Planning 101

    August 3, 2018
    As the saying goes, only two things are guaranteed in life – death and taxes. It’s a hard truth, and can be difficult subjects to approach. Although you better get
    Read More

    Now, is better than later

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

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