Eric’s experience in the financial services industry spans over 25 years. Before joining Gradient Capital Advisors, he was a financial planner with Ameriprise Financial where he managed investment portfolios and provided financial consulting to a large number of wealthy individuals and families. Eric holds the Accredited Asset Management Specialist (AAMS) designation and the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning. He graduated from Point Loma Nazarene University with a Bachelor of Arts degree in Business Administration. Eric is married with three children. He is an avid surfer who enjoys photography and cooking.
