Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Swensen is a Certified Financial Planner® with over 15 years of experience in the financial services industry. He is currently a Registered Investment Advisor at Adero Partners, LLC, a firm that provides investment advisory services to individuals, families, and institutions. Eric specializes in financial planning, portfolio management, and insurance solutions. He holds the Series 65 license and has been a registered Investment Advisor Representative in California since 2018.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance solutions, cash management solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing with our affiliate, focus risk solutions
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CA
08/14/2018 - Present
Adero Partners, LLC (Rocklin CA)
IA
Issued 04/01/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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