Eric has more than 30 years of sales and marketing experience. He has held executive leadership positions in both disciplines from Fortune 100 enterprises to closely held companies. He is a graduate of California State University, Fullerton with a degree in Economics. Eric completed the Personal Financial Planning Certificate program at The University of California, Irvine and holds the CFPR (Certified Financial PlannerTM) designation. Eric is a current Board Member of the Financial Planning Association, Orange County Chapter and a volunteer in the Chapter's pro bono efforts. With a passion for helping clients achieve a comfortable and secure retirement, Eric brings a breadth of real-life experience and wisdom to the financial planning process.