Eric has been in the financial services industry since 1999, starting in retail banking and held every position from Teller to Branch Manager, including Loan Origination and Business Banking. In 2014, he became a Financial Advisor in the South San Diego Market, helping clients from Chula Vista all the way up to Northern California.
Eric grew up in San Diego in a military family, with a Navy dad and mom who worked in retail. He attended San Diego High School and graduated from University of California at San Diego with a Bachelor’s Degree in Economics.
Eric is known for his attention to detail, excellent communication skills and the attentive level of care he offers to his clients. He takes the time to understand their needs, create appropriate financial strategies that fit their lifestyle, and helps them achieve their financial goals so they can focus on achieving their personal goals as well. His commitment to providing a service to the community by approaching finances in a compassionate, relatable, strategic and non-judgmental way as a long-term journey is what he feels makes him and his clients successful.
He now resides in Chula Vista with his wife Ana and his two young children, Nicolas and Victoria. Away from the office you can find Eric practicing yoga in his wife’s fitness studio, exploring new dining spots and spending time with family making memories and enjoying their time together.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.