"I came to Eric with not a lot of knowledge pertaining to my retirement. The other issue that I had was I don't like to deal with finance. So, working with Eric has been a pleasure and a relief! He is so knowledgeable, and he breaks things down, so you are able to understand. He has been very helpful, and I trust his advice. Eric has also been very easy to talk to and he makes you feel comfortable asking questions. I highly recommend Eric as a financial advisor! My experience has been great!"
Joy E.
Ft. Worth, TX
"Thinking about planning retirement can be an overwhelming and confusing process. Eric made the experience simple and easy to understand. He takes the time to really know his clients which allowed me to make decisions based on what was best for my family. Eric doesn't take a one-plan-fits-all approach. He is considerate, takes time to review options, and builds genuine relationships with his clients. Eric has improved my family's long-term financial outlook. I enthusiastically recommend Eric to anyone wanting financial stability through all of life's stages."
Deanna Y.
Corona, CA
"Eric has been a tremendous mentor, in helping me navigate my financial security as I near retirement. He has wisely advised me for the last 4 years and now is helping me navigate the confusing nature of Medicare enrollment. He works around your schedule and even goes out of his way to meet with him in places that are most convenient for you, Eric takes the time to educate and layout options that will benefit your specific needs. He is personable, professional and has a great sense of humor. I highly recommend him as your financial advisor! "
Jean H.
Temecula, CA
"To me, there is nothing more mind numbing than talking finance. That's why I am grateful to have Eric on my side. He's so knowledgeable and enthusiastic about what he knows and about the help he can give in planning his clients' futures. He's such a friendly happy person, that you feel as if you are talking with a friend. I trust his advice and am happy about the help he has given me in planning my retirement."
Michele F.
Wildomar, CA
"I came to Eric very dissatisfied but he has been so patient with me. He has shown me insights I may never had the chance to see. I am confident he has my best interest at heart."
Danya H.
Yucaipa, CA
"Eric was very helpful to my husband and me as we planned for my retirement. He is very knowledgeable and made complicated material understandable. He was also generous with his time as we walked through the process. We appreciated his patient explanations of the options available to us and feel confident in the decisions we made. Eric helped make a stressful process easier, and for that we are grateful."
Joyce S.
Irvine, CA
“Eric is very knowledgeable and personable at the same time. Financial planning can be a very sobering subject but Eric is skilled at presenting the big picture and then finding tools to help the unique situation of the client. In addition, he is very patient, willing to explain, and easy to reach with questions. I think you'll find Eric to not only be trustworthy and effective in assisting with your retirement planning but pleasant as well!”
Ryan R.
Beaumont, CA
"Eric has been incredibly patient each time we've talked despite all of the questions I have. He takes his time to explain everything until I get it, even if it's the end of the day."
Sam J.
Moreno Valley, CA
"Eric has been nothing but helpful and very easy to contact. I have never had a better experience with my retirement planning. Thanks!"
Kathleen G.
Rancho Cucamonga, CA
"Eric has been amazing by providing his knowledge and passion to his clients. He sold me on my 403 plan which I am currently changing my amount I put in. He also provided me with an excellent contact for a refinance on my home. Thank you Eric."
Connie H.
Hemet, CA
"Even though numbers can make my head spin by the end of a long day, I never feel lost, confused, or dizzy when talking to Eric about my retirement plan. He makes it really easy to understand what's going on with it now as well as how things can change depending on the choices I make. 100% would, and have, recommend to anyone."
Samantha K.
Moreno Valley, CA
"From the first meeting with Eric during my orientation for new teachers back in 2018, I knew I wanted to work with him. I can always count on Eric for being upfront and supportive of my decisions. I trust his advice and experience hands down."
Stephen P.
Pasadena, CA
"I am incredibly fortunate to be working with Eric on my retirement plan! I’ve been in financial limbo for a few years and unsure where to direct my questions – and in whom to place my trust. Eric took the time to understand my plans, as well as my concerns and fears. Thank you, Eric, for putting my mind at ease!"
Theresa G.
Tempe, AZ
"My experience with Eric has been very educational. Many years ago when we first met, I had no clue about what I was doing and did not know who to trust. My retirement finances needed a major overhaul. I want to retire comfortably! And, Eric is making that happen. We took a look at all of my finances and streamlined them in a way that benefits me best. I can now say that when I retire I will have money in my pocket to use to travel and see the world! I feel that I am truly blessed to have Eric as my friend and personal financial advisor."
Adrienne G.
Banning, CA