Eric has nearly two decades of experience providing comprehensive financial guidance to thousands
of individuals and families. He joined SageView in 2018, where he serves as a Senior Wealth Advisor
and Retirement Plan Consultant. Additionally, Eric sits on SageView’s Investment Leadership Team,
including roles on the Portfolio Construction and Investment Insights Committees. He is also a
member of the SageView Wealth Advisory Leadership Council.
Before becoming a financial advisor in 2006, Eric was a lecturer at Loyola Marymount University,
where he earned an MA in Philosophy. This unique background fosters a thoughtful approach to
financial planning and enables Eric to guide his clients through complex topics in an accessible way.
Eric lives in Redwood City, CA. His ties to the San Francisco Bay Area go back nearly 30 years to when
he first attended UC Berkeley (Go Bears!) and received his BA in German Studies. Outside of work,
Eric enjoys spending time with his wife and son, staying active on the pickleball courts, and rooting for
his favorite sports teams (the Golden State Warriors and San Francisco 49ers, of course).