Eric Mcdermott, Cfp® Email & Phone Number

Los Angeles, Ca, Us

Claremont, Ca

Eric McDermott is a Managing Equity Partner of Pacific Advisors, a financial services firm with over 60,000 current clients and more than 200 financial advisors, specialists and staff. The firm works with over 12,000 business owner clients and has in excess of $5 Billion in assets under administration.As a Financial Advisor he focuses on helping top business leaders transition confidently into retirement by providing fiduciary retirement income analysis. Eric holds multiple advanced designations, including CFP®, WMCP®, RICP®, ChFC®, CLU®, CEPA® Have you ever found yourself wondering…• How do I best position my assets to get the most out of retirement?• How can I be tax efficient to keep more of what I earned for retirement?• How do I handle my significant blocks of stock grants for retirement?• How do I know if I have enough to live the way we want no matter how long we live?• What are the most likely scenarios I need to have contingency plans for in retirement?Contact Eric and his team to schedule a complimentary overview to learn more:• Call: 909-447-8200• Secure-Text: 626-669-3340• E-mail: eric_mcdermott@pacificadvisors.com• Web: www.pacificadvisors.com/emcdermott*Please see disclosures below in next profile experience.

These disclosures are regulation and industry required to increase public transparency and safety. Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0G88182. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation or to otherwise act in a fiduciary capacity. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. Consult your tax, legal, or accounting professional regarding your individual situation. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.

Eric was named "Best Business Influencer of the Year" winning two Stevies (the Oscars of the business world) for his social media channels. Having amassed more than half-a-million social media followers in just two years, he educates in a unique brand of visual story-telling that vibes like someone rebooted Schoolhouse Rock for the next generation. He is also a three-time best-selling author (USA Today and Amazon), and has numerous published Forbes articles. Eric’s unique brand of visual storytelling propelled him to more than 500,000 social media followers in under two years. As a TikTok® influencer, his content helps folks reach for what’s next in their careers, work teams, and finances. He’s a best-selling author, and ignites audiences internationally. He delivers keynotes and workshops in-person, and for remote and hybrid teams he provides his visually engaging vNote® virtual presentations.

Fiscalyze helps business owners, executives and professionals access a suite of fiduciary, fee-based financial insights that every successful business and professional needs every year. The firm provides innovative enterprise marketing to financial services firms and advisors throughout the financial services industry.*Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity.

Fiscal Advantage* helps business leaders take their basic financial statements and turn them into powerful, actionable insights. This arms businesses with the kind of information that private equity firms and banks use to objectively measure whether a company is investment- or credit-worthy, and hone in on the changes that will most impact unclaimed profit, cash flow, and enterprise value.*Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity.

Bonzolio (sold in Aug 2009) specialized in product and web design, data systems, and promotional marketing for Fortune 500 companies such as Intel, Qualcomm, Genentech, Time-Warner Cable, SuperValu, Cox Communications, Iomega, Lucerne Foods, and House of Blues. We were recognized in the business, marketing and web community with numerous national awards including The Stevie Award, (dubbed by the New York Post as “the business world’s own Oscar”), The Davey Award, American Design Award, Hermes, and the W3 Award for best site design.

Crafted marketing and new customer acquisition strategy for packaging design firm serving Fortune 500 consumer product companies.

Built the in-house Annual Giving Program for the University of California, Riverside campus from scratch. In his first year alone, he more than tripled the funds raised to the university through their annual giving efforts. It is from this experience, as one of the directors of university advancement, Eric gained considerable background on the strategies and challenges for non-profit institutions in their efforts to build broad and deep donor support.

Ba, Political Science And Sociology

Activities and Societies: Student Body President • Commons Board of Governors • Campus Tour CounselorUC Riverside was included.

Cfp®, Wmcp®, Ricp®, Chfc® And Clu®, Personal & Business Financial Strategies

The American College of Financial Services has offered professional designations in the financial services field since 1927. The College.