Eric Squires

Eric Squires Email and Phone Number

Co-Founder, Wealth Advisor @
Eric Squires's Location
Newport Beach, California, United States, United States
Eric Squires's Contact Details

Eric Squires work email

Eric Squires personal email

About Eric Squires

Having been in the financial services industry for over the past decade, I have dedicated my career to truly understanding the priorities and goals of my clients.I take abundant pride in helping my clients spend more time enjoying what matters most to them by allowing them to spend less time thinking about their finances.Treating my clients like family by staying in contact with, and remaining readily available for clients' needs or concerns continues to be a cornerstone of my service model.Outside of the office, I enjoy spending quality time with my wife and sons, as well as playing tennis, camping, and hiking.

Eric Squires's Current Company Details
Newport Premier Wealth Management

Newport Premier Wealth Management

Co-Founder, Wealth Advisor
Eric Squires Work Experience Details
  • Newport Premier Wealth Management
    Co-Founder, Wealth Advisor
    Newport Premier Wealth Management Jan 2024 - Present
    Newport Beach, California, United States
    I help individuals, families, and business owners build and preserve their wealth by implementing customized financial solutions based upon their risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation. I provided the following services and solutions: Financial PlanningRetirement PlanningInvestment ManagementAlternative InvestmentsTax StrategiesEstate PlanningTrust ServicesLong-Term CareLife InsuranceCharitable GivingEducation PlanningSecurities-Based Lending*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.Eric Squires CA Insurance License #0I00038 Eric Squires is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above.Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Merrill Lynch Wealth Management
    Senior Financial Advisor
    Merrill Lynch Wealth Management May 2016 - Jan 2024
  • Jpmorgan Chase
    Private Client Banker
    Jpmorgan Chase Apr 2009 - May 2016

Eric Squires Education Details

  • California State University Fullerton
    California State University Fullerton
    Business Administration, Finance

Frequently Asked Questions about Eric Squires

What company does Eric Squires work for?

Eric Squires works for Newport Premier Wealth Management

What is Eric Squires's role at the current company?

Eric Squires's current role is Co-Founder, Wealth Advisor.

What is Eric Squires's email address?

Eric Squires's email address is er****@****ail.com

What schools did Eric Squires attend?

Eric Squires attended California State University Fullerton.

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