LPL Financial Advisor, CA Insurance Lic. #0D18497
Eric graduated from Hobart College with a BA in History. He started his career in the investments industry on Wall Street in 1986 with Deutsche Bank. Over the course of the next 15 years, he worked in various management and sales positions for the Federal Reserve Bank of San Francisco Los Angeles branch and Merrill Lynch.
Eric joined Kinecta Wealth Management in 2004. When it comes to addressing the financial needs of credit union members and clients; planning and more planning is the key to identifying, clarifying and providing sound strategies to pursue their needs. Eric bring over 18+ years of financial services industry experience; so whether it is funding for college, estate planning for legacy creation and sustainability, retirement planning or other financial services related objectives, Eric is available to guide you through the process. He looks forward to sharing his knowledge and experience with credit union members and clients to help them work toward achieving their financial goals and objectives. Eric lives with his wife in Los Angeles and enjoys volunteering at his church, travelling and golf.
Eric holds the following registrations through LPL Financial: Series 7, and 66
Eric is registered for Securities in the following states: AL, AZ, CA, ID, KS, MI, SD, TX, WY
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