Co-Founder, Wealth Advisor
CurrentI 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.
