Eric is a Financial Advisor with Raymond James Financial Services, in the firm’s San Diego office. Eric believes the foundation of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their long-term financial goals. He provides a comprehensive approach to wealth management, risk management and financial planning to individuals, families and small businesses.
Eric utilizes the vast resources of Raymond James to bring the right expertise and tailored financial solutions designed to meet his clients’ specific needs. He works systematically to meet his clients’ expectations with exceptional customer service and transparency with the intention of being their trusted wealth advisor for life.
Prior to beginning his career in wealth management in 2017, Eric had various roles within the mortgage finance industry. He received his Bachelor’s degree in Business Administration Management from San Diego State University where he was a member of the SDSU Surf Team.
Originally from San Clemente, California, Eric is active in the community as a volunteer for organizations such as the Surfrider Foundation and Habitat for Humanity. He enjoys surfing, hiking, traveling, and spending time with close friends and family. Eric and his wife, Colleen, currently reside in Carlsbad, CA with their young son, Oliver.