As a financial advisor, Eric's mission is to empower individuals and families by providing personalized financial guidance and strategies to help achieve their short and long-term financial goals. He strives to cultivate trust, transparency, and integrity in all relationships, offering sound advice and comprehensive wealth planning. Through education and ongoing support, he aims to create a path toward financial security, enabling clients to live a life of financial independence and fulfillment.As a graduate from Cal Poly San Luis Obispo from the Orfalea College of Business. He is dedicated to always putting the client first and connecting on a personal level to best service each client's unique needs. Eric, his wife Jane and 3 kids live in South Orange County. They enjoy surfing, cooking, hiking, and golfing during their free time.