AeroLeads people directory · profile
Eric Smith, Cfp® Email & Phone Number
Partner and Senior Wealth Advisor
at
Mission Wealth
1 work email found
@missionwealth.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Senior Wealth Advisor
Location
San Francisco, California, United States
Company size
Who is Eric Smith, Cfp®? Overview
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Quick answer
Eric Smith, Cfp® is listed as Partner and Senior Wealth Advisor at Mission Wealth, a company with 166 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at missionwealth.com and a matched LinkedIn profile for Eric Smith, Cfp®.
Eric Smith, Cfp® previously worked as Senior Wealth Advisor at Mission Wealth and Wealth Advisor at Mission Wealth. Eric Smith, Cfp® holds Bachelor’S Degree, Finance, Investment And Banking from University Of Wisconsin-Madison.
Company email context
Email format at Mission Wealth
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*@missionwealth.com
71% confidence
AeroLeads found 1 current-domain work email signal for Eric Smith, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Eric Smith, Cfp®
I am a Senior Wealth Advisor with Mission Wealth. I also serve as the main point of contact for clients in Northern California who are interested in learning more about our firm. We are a team of fiduciary advisors who are truly passionate about helping clients. We pride ourselves on being a full service advisory firm that can help with investment management, tax planning, estate planning, and financial planning.We also specialize in helping clients who have a significant portion of their net worth tied up in a single stock. We offer tax sensitive, customized solutions that are tailored to each individuals situation. If you are interested in learning more about Mission Wealth and how we can help you, please feel free to reach out!
Listed skills include Microsoft Excel, Public Speaking, Microsoft Office, Powerpoint, and 12 others.
Current workplace
Eric Smith, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Mission Wealth
6 roles
Eric Smith, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor
Current-Provide comprehensive financial planning to individuals and families. -I help with investment management, tax planning, and estate planning.-Specialize in helping clients with stock concentration challenges. Creating custom options strategies that focus on several goals: 1) Risk Management 2) Diversification 3) Income Generation.-Help identify needs/gaps.
Jul 2022 - Present
Wealth Advisor
-Developed comprehensive Financial Plans for clients-Identified tax saving strategies, working with both in-house and external tax professionals-Provided tailored investment strategies-Evaluated the use of alternative investments -Created, maintained, and implemented advanced option strategies
Jul 2019 - Jul 2022
Portfolio Analytics And Reporting
Mar 2018 - Jul 2019
Client Services Specialist
May 2017 - Mar 2018
Client Services Associate
Aug 2016 - May 2017
Team & coworkers
Colleagues at Mission Wealth
Other employees you can reach at missionwealth.com. View company contacts for 166 employees →
JV
Josh Vasquez
Colleague at Mission Wealth
Austin, Texas, United States, United States
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BM
Braydan Meyers, Aams®Awma®
Colleague at Mission Wealth
Greensboro, North Carolina, United States, United States
View →
BB
Brandon Baiamonte, Cpa, Cfa®, Cfp®, Cfe
Colleague at Mission Wealth
Salt Lake City Metropolitan Area, United States
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JL
Jake Laughlin
Colleague at Mission Wealth
Santa Barbara, California, United States, United States
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CR
Chrissy Roberts
Colleague at Mission Wealth
Fort Worth, Texas, United States, United States
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AC
Abby Chajon
Colleague at Mission Wealth
Las Vegas, Nevada, United States, United States
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PW
Pete Woodring, Awma®
Colleague at Mission Wealth
San Francisco, California, United States, United States
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AM
Alison Miller
Colleague at Mission Wealth
Austin, Texas Metropolitan Area, United States
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MG
Mitchell Grushen, Cfp®
Colleague at Mission Wealth
Los Angeles Metropolitan Area, United States
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MM
Marissa Moore
Colleague at Mission Wealth
Phoenix, Arizona, United States, United States
View →
Josh Vasquez
Colleague at Mission Wealth
Austin, Texas, United States, United States
View →
BM
Braydan Meyers, Aams®Awma®
Colleague at Mission Wealth
Greensboro, North Carolina, United States, United States
View →
BB
Brandon Baiamonte, Cpa, Cfa®, Cfp®, Cfe
Colleague at Mission Wealth
Salt Lake City Metropolitan Area, United States
View →
JL
Jake Laughlin
Colleague at Mission Wealth
Santa Barbara, California, United States, United States
View →
CR
Chrissy Roberts
Colleague at Mission Wealth
Fort Worth, Texas, United States, United States
View →
AC
Abby Chajon
Colleague at Mission Wealth
Las Vegas, Nevada, United States, United States
View →
PW
Pete Woodring, Awma®
Colleague at Mission Wealth
San Francisco, California, United States, United States
View →
AM
Alison Miller
Colleague at Mission Wealth
Austin, Texas Metropolitan Area, United States
View →
MG
Mitchell Grushen, Cfp®
Colleague at Mission Wealth
Los Angeles Metropolitan Area, United States
View →
MM
Marissa Moore
Colleague at Mission Wealth
Phoenix, Arizona, United States, United States
View →
2 education records
Eric Smith, Cfp® education
Bachelor’S Degree, Finance, Investment And Banking
Finance
FAQ
Frequently asked questions about Eric Smith, Cfp®
Quick answers generated from the profile data available on this page.
What company does Eric Smith, Cfp® work for?
Eric Smith, Cfp® works for Mission Wealth.
What is Eric Smith, Cfp®'s role at Mission Wealth?
Eric Smith, Cfp® is listed as Partner and Senior Wealth Advisor at Mission Wealth.
What is Eric Smith, Cfp®'s email address?
AeroLeads has found 1 work email signal at @missionwealth.com for Eric Smith, Cfp® at Mission Wealth.
Where is Eric Smith, Cfp® based?
Eric Smith, Cfp® is based in San Francisco, California, United States while working with Mission Wealth.
What companies has Eric Smith, Cfp® worked for?
Eric Smith, Cfp® has worked for Mission Wealth and Fisher Investments.
Who are Eric Smith, Cfp®'s colleagues at Mission Wealth?
Eric Smith, Cfp®'s colleagues at Mission Wealth include Josh Vasquez, Braydan Meyers, Aams®Awma®, Brandon Baiamonte, Cpa, Cfa®, Cfp®, Cfe, Jake Laughlin, and Chrissy Roberts.
How can I contact Eric Smith, Cfp®?
You can use AeroLeads to view verified contact signals for Eric Smith, Cfp® at Mission Wealth, including work email, phone, and LinkedIn data when available.
What schools did Eric Smith, Cfp® attend?
Eric Smith, Cfp® holds Bachelor’S Degree, Finance, Investment And Banking from University Of Wisconsin-Madison.
What skills is Eric Smith, Cfp® known for?
Eric Smith, Cfp® is listed with skills including Microsoft Excel, Public Speaking, Microsoft Office, Powerpoint, Sales, Organization, Time Management, and Event Management.
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