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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Tingwoei Lai is a financial advisor at Archvest Wealth Advisors, Inc. He is a Certified Financial Planner and has been in the industry since 2003. Eric is registered to provide investment advice in California and Texas. Eric Tingwoei Lai specializes in financial planning, pension consulting and portfolio management for individuals and pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
04/10/2017 - Present
Archvest Wealth Advisors, Inc. (CONCORD CA)
IA
Issued 11/21/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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