Eric specializes in providing wealth management services to families and individuals. Investors may benefit from his customized approach, long-term planning and asset diversification.
Eric’s team has worked with a variety of retail and institutional clients since he joined RBC Wealth Management in 2006, assisting hundreds of families with their wealth management planning. In 2021 and 2022, Forbes named Eric a Best-in-State Wealth Advisor in California. He also was awarded nationally as a Forbes 2021 America’s Top Next-Gen Wealth Advisor. On Wall Street and Financial Planning have ranked him nationally as a Top 40 Advisor under 40 in 2021. He passed the Series 7 and 66 exams and holds insurance licenses.
Eric and his wife live in the town of Greenbrae, in Marin County, with their two sons. Before settling in Marin, they lived in San Francisco and Oakland. They are avid travelers and outdoor enthusiasts, with a passion for skiing, running and hiking.