Eric Mcdermott, Cfp®
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Eric Mcdermott, Cfp® Email & Phone Number

(NOTE) Regulation and Industry Required Public Disclosures at Pacific Advisors
Location: Los Angeles Metropolitan Area, United States, United States 9 work roles 2 schools
1 work email found @pacificadvisors.com 2 phones found area 909 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email e****@pacificadvisors.com
Direct phone (909) ***-****
LinkedIn Profile matched
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Current company
Pacific Advisors
Role
(NOTE) Regulation and Industry Required Public Disclosures
Location
Los Angeles Metropolitan Area, United States, United States
Company size
288 employees

Who is Eric Mcdermott, Cfp®? Overview

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Quick answer

Eric Mcdermott, Cfp® is listed as (NOTE) Regulation and Industry Required Public Disclosures at Pacific Advisors, a company with 288 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at pacificadvisors.com, phone signal with area code 909, and a matched LinkedIn profile for Eric Mcdermott, Cfp®.

Eric Mcdermott, Cfp® previously worked as Managing Partner/Advisor | Retirement & Advanced Financial Strategies at Pacific Advisors and Founder and Chief Nēxt Officer® at Nēxtpectations®. Eric Mcdermott, Cfp® holds Ba, Political Science And Sociology from University Of California, Riverside.

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Email format at Pacific Advisors

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*@pacificadvisors.com
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AeroLeads found 1 current-domain work email signal for Eric Mcdermott, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Eric Mcdermott, Cfp®

By day, Eric is an equity partner at a financial services firm with more than 60,000 clients. As a Financial Advisor he focuses on helping top business leaders transition confidently into retirement by providing fiduciary retirement income planning. Eric holds multiple advanced designations, including CFP®, WMCP®, RICP®, ChFC®, CLU®, CEPA® If you've ever found yourself wondering…• How do I effectively position my assets to get the most out of retirement?• How might I increase tax efficiency to keep more of what I earned for retirement?• How do I handle/position 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 often overlooked scenarios I need to have 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/emcdermottBehind the suit, in his other company, 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./COMPLIANCE:2024-3345/

Listed skills include Strategy, Strategic Financial Planning, Marketing Strategy, Retirement, and 51 others.

Current workplace

Eric Mcdermott, Cfp®'s current company

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Pacific Advisors
Pacific Advisors
(NOTE) Regulation and Industry Required Public Disclosures
Los Angeles, CA, US
Website
pacificadvisors.com
Employees
288
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Company profile
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9 roles · 26 years

Eric Mcdermott, Cfp® work experience

A career timeline built from the work history available for this profile.

(Note) Regulation And Industry Required Public Disclosures

Pacific Advisors

Los Angeles, CA, US

Managing Partner/Advisor | Retirement & Advanced Financial Strategies

Current
Pacific Advisors

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.
  • 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:
Apr 2009 - Present

(Note) Regulation And Industry Required Public Disclosures

Current
Pacific Advisors

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.

Mar 2009 - Present

Founder And Chief Nēxt Officer®

Current
Nēxtpectations®

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.

Oct 2019 - Present

Managing Partner | Operational Strategy, New Initiatives, Enterprise Marketing

Current
Fiscalyze®

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.

Apr 2016 - Present

Managing Partner | Operational Strategy, New Initiatives, Enterprise Marketing

Current
Fiscal Advantage, Llc

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.

Dec 2016 - Present

President And Owner

Bonzolio, Inc.

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.

2000 - Aug 2009

Director Of Marketing And New Business Development

T.H.E.M.

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

Aug 1997 - Sep 1999

Director Of Annual Giving

University Of California, Riverside

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.

Jul 1994 - Jul 1997
Team & coworkers

Colleagues at Pacific Advisors

Other employees you can reach at pacificadvisors.com. View company contacts for 288 employees →

AW Antoinette Witte Antoinette Witte Colleague at Pacific Advisors Los Angeles County, California, United States, United States View → SC Sandra Castellano-Bustos Sandra Castellano-Bustos Colleague at Pacific Advisors Fresno, California, United States, United States View → JS Jeffrey Schwartz Jeffrey Schwartz Colleague at Pacific Advisors Bakersfield, California, United States, United States View → JK Jessica Kosanovich Jessica Kosanovich Colleague at Pacific Advisors Phoenix, Arizona, United States, United States View → PP Pacific Person Pacific Person Colleague at Pacific Advisors Los Angeles Metropolitan Area, United States View → NM Neil Mcgilvra Neil Mcgilvra Colleague at Pacific Advisors Claremont, California, United States, United States View → SS Sean Swords Sean Swords Colleague at Pacific Advisors Santa Barbara, California, United States, United States View → DB David Bolton David Bolton Colleague at Pacific Advisors Orange County, California, United States, United States View → DL David Liokumovich David Liokumovich Colleague at Pacific Advisors Greater Phoenix Area, United States View → EG Eric Gudmundson Eric Gudmundson Colleague at Pacific Advisors Greater Seattle Area, United States View →
2 education records

Eric Mcdermott, Cfp® education

Ba, Political Science And Sociology

University Of California, Riverside

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

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

The American College Of Financial Services

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

FAQ

Frequently asked questions about Eric Mcdermott, Cfp®

Quick answers generated from the profile data available on this page.

What company does Eric Mcdermott, Cfp® work for?

Eric Mcdermott, Cfp® works for Pacific Advisors.

What is Eric Mcdermott, Cfp®'s role at Pacific Advisors?

Eric Mcdermott, Cfp® is listed as (NOTE) Regulation and Industry Required Public Disclosures at Pacific Advisors.

What is Eric Mcdermott, Cfp®'s email address?

AeroLeads has found 1 work email signal at @pacificadvisors.com for Eric Mcdermott, Cfp® at Pacific Advisors.

What is Eric Mcdermott, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 909 for Eric Mcdermott, Cfp® at Pacific Advisors.

Where is Eric Mcdermott, Cfp® based?

Eric Mcdermott, Cfp® is based in Los Angeles Metropolitan Area, United States, United States while working with Pacific Advisors.

What companies has Eric Mcdermott, Cfp® worked for?

Eric Mcdermott, Cfp® has worked for Pacific Advisors, Nēxtpectations®, Fiscalyze®, Fiscal Advantage, Llc, and Bonzolio, Inc..

Who are Eric Mcdermott, Cfp®'s colleagues at Pacific Advisors?

Eric Mcdermott, Cfp®'s colleagues at Pacific Advisors include Antoinette Witte, Sandra Castellano-Bustos, Jeffrey Schwartz, Jessica Kosanovich, and Pacific Person.

How can I contact Eric Mcdermott, Cfp®?

You can use AeroLeads to view verified contact signals for Eric Mcdermott, Cfp® at Pacific Advisors, including work email, phone, and LinkedIn data when available.

What schools did Eric Mcdermott, Cfp® attend?

Eric Mcdermott, Cfp® holds Ba, Political Science And Sociology from University Of California, Riverside.

What skills is Eric Mcdermott, Cfp® known for?

Eric Mcdermott, Cfp® is listed with skills including Strategy, Strategic Financial Planning, Marketing Strategy, Retirement, Strategic Planning, Change Management, Entrepreneurship, and Start Ups.

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