Eric is a Fiduciary Advisor at Trajan Wealth who has worked in the financial services industry since 2014. His experience spans portfolio management, financial planning, insurance and estate planning, and investment analysis. Eric earned a Bachelor’s degree in Business Communications from York College, where he also played sports. He enjoys helping clients think through their financial goals and build strategies that fit their needs, working alongside them to bring clarity and structure to their planning.
Originally from Southern California, Eric now lives in the Pacific Northwest with his wife and three children. Outside of work, he enjoys coaching wrestling, fishing, and spending time with his family. He also loves to travel, especially to Belgium to visit family.
Eric's Hometown
Anaheim, CA
Favorite Food
Costco Food Court
Favorite Hobbies
Fishing and wrestling
Quote
“Figure out what fuels your joy, then do lots of that.”~ Bob Goff
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