Philosophy

Eric takes an uncommon approach towards helping his clients achieve long-term financial success. Much of the traditional financial plans and strategies recommended in print, radio and television have served financial institutions well but for the most part, have failed the American public. Breaking away from this model, Eric creates a personalized plan beginning with a thorough understanding of his clients' current situation. Then he helps them concretely envision “a good life for the rest of their life.” Only after understanding his clients’ current situation, goals, and aspirations for the future does he offer step by step guidance towards building that future.

Earned Success

Eric’s client base is diverse. Many of his clients are small business people; most of whom founded and now run their own businesses. While they are in many different industries, they share a belief in the future and in their respective abilities to influence that future. Both individuals and business people realize the value of getting quality help, which is why many of them rely on Eric and his team here at Pacific Advisors to help them with their financial futures, which can focus on areas such as tailored retirement income strategies, succession planning for business owners, life insurance planning and effective asset allocation and coordination.

Background

Born in San Bernardino, CA, Eric has lived in the local cities of San Bernardino, Riverside, and Fontana for over 40 years. He holds a degree of Bachelors of Science in Marketing from Cal State University San Bernardino, where he met his wife Heather. Eric and Heather currently live in Eastvale, CA.

Commitment to Education

Eric invests first in himself. This is most evident in his commitment to ongoing education. He believes that only by keeping ahead of the fast-paced changes in our economy can he be of optimum value to his clients. In addition to his degree in Marketing and meeting the base requirements for his industry, Eric currently holds a Life Underwriter Training Council Fellowship (LUTCF), is Securities licensed with a Series 6, 63 and 7.