For the past 21 years, Eric has provided financial advice to High Net Worth and sophisticated clients. Prior to joining Gradient Capital Advisors, Eric worked with Ameriprise Financial, receiving 100% client satisfaction scores from his surveyed clients. He holds the Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), and Accredited Asset Management Specialist (AAMS) designations. Eric earned his Business Degree with an emphasis in accounting from San Marcos State University. Additionally, he graduated from the College of Financial Planning at San Diego State University. Before serving clients in his current role, Eric served his country in the US Marines and is a distinguished veteran of the Persian Gulf War (1990-91). Eric has been married to his wife Judi for 28 years, and they have two children. Eric’s interests include reading, being in the outdoors, traveling, golfing, and scuba diving.
