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Eric Swanson, Cfp ® Email & Phone Number

Vice President at EP Wealth Advisors at EP Wealth Advisors
Location: Los Angeles Metropolitan Area, United States, United States 5 work roles 1 school
1 work email found @epwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email e****@epwealth.com
LinkedIn Profile matched
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Current company
EP Wealth Advisors
Role
Vice President at EP Wealth Advisors
Location
Los Angeles Metropolitan Area, United States, United States
Company size
138 employees

Who is Eric Swanson, Cfp ®? Overview

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Quick answer

Eric Swanson, Cfp ® is listed as Vice President at EP Wealth Advisors at EP Wealth Advisors, a company with 138 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at epwealth.com and a matched LinkedIn profile for Eric Swanson, Cfp ®.

Eric Swanson, Cfp ® previously worked as Vice President, CERTIFIED FINANCIAL PLANNER® at Ep Wealth Advisors and Investment Advisor Representative/CERTIFIED FINANCIAL PLANNER ® at Transamerica Financial Advisors, Inc.. Eric Swanson, Cfp ® holds Bachelor'S Degree, Business And Psychology With An Emphasis On Marketing from California State University-Chico.

Company email context

Email format at EP Wealth Advisors

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

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Profile bio

About Eric Swanson, Cfp ®

My name is Eric Swanson, and I am a dynamic, goal-driven business development professional with 20+ years of multifaceted and progressively responsible experience in account development, territory management, and financial planning in fast-paced, deadline-driven, client-centered environments. I am an energetic leader and skilled communicator with exemplary personal integrity and the ability to form strategic partnerships and provide consultative sales and service that drive sustained organizational performance and market share growth.Financial Planning. Account Management. Investment and Wealth Management. Business Development. Growth.Connect with me today to learn more about how my background can have a positive impact on you and/or your organization!

Current workplace

Eric Swanson, Cfp ®'s current company

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EP Wealth Advisors
Ep Wealth Advisors
Vice President at EP Wealth Advisors
torrance, california, united states
Website
epwealth.com
Employees
138
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Company profile
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5 roles

Eric Swanson, Cfp ® work experience

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

Vice President, Certified Financial Planner®

Current
Ep Wealth Advisors

Westlake Village, California, United States

May 2019 - Present

Vice President Of Development, Certified Financial Planner ®

Reilly Financial Advisors

La Mesa, California

As VP of Development, I built strong business relationships with clients to prepare, implement, monitor, and enhance their comprehensive financial plans.Among my selected accomplishments, I…♦ Built a network of professional referral relationships in 8 different TD Ameritrade and 2 Charles Schwab branches throughout Southern California and Nevada, working.

Nov 2015 - Dec 2017

Vice President Of Development, Certified Financial Planner ®

Lighthouse Financial Services Inc

Brea, California

At Lighthouse Financial, I was recruited to build a personal book of AUM with responsibility for clients with more than $500,000 in investible assets. Managed all phases of the client relationship from onboarding through implementation and consistent monitoring.Among my selected accomplishments, I…♦ Developed referral relationships with 8 TD Ameritrade.

Jul 2013 - Sep 2015

Registered Investment Advisor, Certified Financial Planner ®

Independent Capital Management

Camarillo, California

In this role, I worked with a diverse investment product base that included mutual funds, stocks, bonds, life insurance, annuities, and estate planning tools including many different forms of trust, incorporation etc.Among my selected accomplishments, I…♦ Achieved initial certification in work with a law firm to prepare and build out a wide range of trusts.

Nov 1995 - Jul 2013
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 138 employees →

PO Patrick O'Hara, Cfp® Patrick O'Hara, Cfp® Colleague at Ep Wealth Advisors San Luis Obispo, California, United States, United States View → AJ Amanda Jones Amanda Jones Colleague at Ep Wealth Advisors United States, United States View → MC Matthew Crow Matthew Crow Colleague at Ep Wealth Advisors Torrance, California, United States, United States View → CB Chuck Bautista, Cfp®, Chfc® Chuck Bautista, Cfp®, Chfc® Colleague at Ep Wealth Advisors Littleton, Colorado, United States, United States View → ET Elizabeth Tiberi Elizabeth Tiberi Colleague at Ep Wealth Advisors Greater Philadelphia, United States View → JM Jonathon Matson, Crps® Jonathon Matson, Crps® Colleague at Ep Wealth Advisors Phoenix, Arizona, United States, United States View → CB Calvin Bui Calvin Bui Colleague at Ep Wealth Advisors Torrance, California, United States, United States View → BK Bryan Krill Bryan Krill Colleague at Ep Wealth Advisors San Luis Obispo, California, United States, United States View → JS Jonathan Spector, Ms, Cfp® Jonathan Spector, Ms, Cfp® Colleague at Ep Wealth Advisors Walnut Creek, California, United States, United States View → RN Rebecca Navas, Ea, Cts Rebecca Navas, Ea, Cts Colleague at Ep Wealth Advisors St George, Utah, United States, United States View →
1 education record

Eric Swanson, Cfp ® education

FAQ

Frequently asked questions about Eric Swanson, Cfp ®

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

What company does Eric Swanson, Cfp ® work for?

Eric Swanson, Cfp ® works for EP Wealth Advisors.

What is Eric Swanson, Cfp ®'s role at EP Wealth Advisors?

Eric Swanson, Cfp ® is listed as Vice President at EP Wealth Advisors at EP Wealth Advisors.

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

AeroLeads has found 1 work email signal at @epwealth.com for Eric Swanson, Cfp ® at EP Wealth Advisors.

Where is Eric Swanson, Cfp ® based?

Eric Swanson, Cfp ® is based in Los Angeles Metropolitan Area, United States, United States while working with EP Wealth Advisors.

What companies has Eric Swanson, Cfp ® worked for?

Eric Swanson, Cfp ® has worked for Ep Wealth Advisors, Transamerica Financial Advisors, Inc., Reilly Financial Advisors, Lighthouse Financial Services Inc, and Independent Capital Management.

Who are Eric Swanson, Cfp ®'s colleagues at EP Wealth Advisors?

Eric Swanson, Cfp ®'s colleagues at EP Wealth Advisors include Patrick O'Hara, Cfp®, Amanda Jones, Matthew Crow, Chuck Bautista, Cfp®, Chfc®, and Elizabeth Tiberi.

How can I contact Eric Swanson, Cfp ®?

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

What schools did Eric Swanson, Cfp ® attend?

Eric Swanson, Cfp ® holds Bachelor'S Degree, Business And Psychology With An Emphasis On Marketing from California State University-Chico.

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