Broker Check

Eric McDermott

Eric McDermott

CFP® ChFC® CLU®
Managing Partner

[email protected]

(909) 399-1100

ENTERPRISE FINANCIAL STRATEGIES
For Business Owners, Executives, and Estate Planning

Optimizing the financial strategies of your business is one of the most powerful things you can do to secure life-long financial sufficiency and your legacy. We work with owners at all stages of the business lifecycle, from assisting the new business owner with establishing a sound financial foundation to helping ensure smooth business succession and transition into retirement.


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What if there were ways to take money that might otherwise go to taxes and instead direct it towards your personal net worth?

Click to watch how we can help bring financial balance to your life.

Confidence Begins with
ORGANIZATION

At Pacific Advisors, we help you get finacially organized and make better-informed decisions and practices. You'll get a wide-angle view of your business, personal, and protected finances, allowing you to adapt as your circumstances and desires change.

We offer a proprietary web tool called the Living Balance Sheet®. This tool makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance.


THE LIVING BALANCE SHEET




Eric McDermott is a managing equity partner of Pacific Advisors, a financial services firm with over 46,000 clients and more than 200 financial advisors, specialists and staff. The firm works with over 10,000 business owner clients and has in excess of $2.5 Billion in assets under administration.

He leads the Advanced Financial Strategies Team, new initiatives, operational strategy, and enterprise marketing. As a Financial Advisor he holds multiple advanced designations, including CFP®, ChFC®, and CLU®, and focuses on connecting business leaders with strategies to protect and grow their business, net worth and estate. An entrepreneur at heart, Eric uses his more than 20 years of innovation and marketing capability as a partner in several additional enterprises as well.

As a public speaker, Eric is sought after on topics inside and outside his industry. Recent events include speaking from mainstage to thousands of business leaders on changing the industry for "What's Next," as well as international speaking events in Bangkok and Taipei.

Eric also speaks for associations outside the financial services industry sharing competitive strategies for a rapidly changing marketplace. Some of his speaking includes frequent presentations across the country to business owner and CEO groups on financial strategies for earning more and keeping more. He has a special passion for presenting to non-profits on advanced planned giving strategies for attracting more frequent and larger donors to worthwhile causes. For years, Eric has led presentations for employees and leaders, across dozens of companies, on personal strategies for getting financially organized.

He commits to hundreds of hours a year of continuous learning, mobilizing and inspiring change and innovation through public speaking, and mentoring those around him. For fun, he enjoys family vacations, time with his wife, three children, reading, designing, sketching, and tennis.




CA Insurance License #0G88182, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). General Agent of The Guardian Life Insurance Company of America (Guardian), New York, NY.