Broker Check
Eric SchwartzServing El Segundo and San Diego

Eric Schwartz
Serving El Segundo and San Diego

LPL Financial Advisor, CA Insurance Lic. #0D50127

Serving El Segundo and San Diego

Eric graduated from Rutgers University with a B.A. in Business Management. He began his career in the investments industry in 1998 with The Vanguard Group. Eric moved to San Diego in 2001 and worked as a financial consultant with Mission Federal Credit Union. He joined Kinecta Financial & Insurance Services in 2009. Eric lives with his wife in Long Beach, California. When it comes to addressing the financial needs of credit union members, working alongside a professional like Eric is an important step. Whether it’s funding for college, retirement or other financial security objectives, Eric is available to assist credit union members every step of the way. Eric enjoys getting to know his clients first and prides himself on building long-term relationships. He looks forward to sharing his knowledge and experience with credit union members to further help them pursue their personal financial goals.

Eric holds the following registrations through LPL Financial: Series 6, 7, 63, and 66

Eric is registered for Securities in the following states: AZ, CA, FL, HI, IL, NC, NM, NY, OR, SC, TX, VA, WA

Check the background of this investment professional on FINRA’s BrokerCheck.