Eric has been with WFA since 2012. During that period, he has taken on the responsibilities of building trusted relationships with new and existing clients, and has become a partner of the firm.
He is an active member of the Financial Planning Association (FPA) of Silicon Valley and served on the board of directors for several years. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent (EA) with the IRS. He earned a Bachelor's degree in Business Administration with an emphasis in Marketing from San Diego State University, and received a Certificate in Personal Financial Planning from the University of California at Santa Cruz Extension.
A frequent speaker, Eric has presented to a wide variety of associations and groups on financial issues such as: retirement planning, budgeting, the impact of the credit crunch on home mortgages, adjustable rate mortgages, credit scores and what they mean, and how to avoid identity theft.
Eric, his wife Bridget, and their two daughters live in Boulder Creek. As a family, they enjoy outdoor activities and appreciate traveling to new places.
2105 South Bascom Ave
Campbell, CA 95008