Eric started his career in banking in 2007 and has been serving Members for over eight years. He believes a good financial foundation can have a big impact and particularly enjoys working with Members who are just starting off.
When Eric meets with Members he focuses on building a partnership through trust. “The financial well-being of our Members is our number one priority. Their needs are going to come before ours,” he says.
Eric wants Members to know what a financial advisor is here to do and what they can offer. “We do a financial review and we provide realistic expectations based on the Members’ risk tolerance. We cater the plan specifically to where the Member is and what their goals are.”
Eric is a fully registered and licensed investment and retirement planning professional and is registered to sell securities. He earned his bachelor’s degree in Finance at California State University, Long Beach.
When he’s not helping Members, Eric spends as much time as possible with his children. Their favorite place to go is the park where they can play soccer and enjoy the outdoors.
To make an appointment with Eric, call 800.462.8328, ext. 4116, Option 2.
Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3556543.1-0421-0523.
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