Eric Weitz Email & Phone Number

I began my financial services career in 1996. As a Senior Financial Advisor, I have assisted clients by helping them manage their individual wealth through multiple and complex market cycles to meet their individual needs. I focus on delivering a comprehensive and disciplined approach to managing wealth that begins with listening to a client's needs. This helps to ensure every strategy is grounded in the understanding of what each client wants to achieve.Wealth Management is a dynamic, ongoing process. My goal is to help clients pursue their personal goals, such as funding their children's educations, helping to ensure that their money lasts in retirement, planning for their potential health care costs and managing the transfer of wealth to the younger generation. I aim to help bring simplicity and transparency to the complexities of investing. I will work with you to create a financial strategy that reflects your investment personality and is built around your life priorities. I will work with you throughout life's ups, downs, triumphs, and transitions and I will be here to help you make adjustments to your personalized wealth management strategies if and when necessary over time.I am a 1994 graduate of San Jose State University, with a B.S. in Finance and minor in Economics. My wife, Christine, and I live in San Jose with our two 2 children. I grew up in the San Francisco Bay Area on the Peninsula so I am a big fan of all Bay Area sports teams. Especially the SF Giants, 49ers and Sharks. I also enjoy golf, abalone diving and the quiet sport of fly fishing.

Listed skills include Leadership, Portfolio Management, Management, Project Management, and 6 others.

• 

  Senior Financial Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Sep 2002 - Present

• 

  San Jose State University

  Bachelor'S Degree