ADVISOR BIO

Eric Hunt is an Investment Advisor Representative at LPL Financial LLC, a large financial firm with over $50 billion in assets under management. Eric has been in the industry since 2008 and holds a license in California. Eric is a Certified Public Accountant and has experience working with individuals, businesses, and corporations. Eric is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Eric Kuhns is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Eric is a Registered Investment Advisor (IA) and a Broker-Dealer (BD) with experience in the financial industry dating back to January 2010. Eric has experience working with individual clients as well as business and corporate clients. Eric also has experience with pension and profit-sharing plans.

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ADVISOR BIO

Eric Connella is a financial advisor with Edward Jones, a firm with over 19,800 licensed agents nationwide. He has been working in the industry since 1998 and is licensed to provide advisory services in numerous states across the US, including California, Texas, and Arizona. Eric specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. His expertise extends to working with a variety of clients, including individuals, families, businesses, and retirement plans. He is committed to providing personalized service and working with his clients to achieve their financial goals.

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ADVISOR BIO

Eric Schwartz is a financial advisor with Ameriprise Financial Services, LLC. Eric has been in the financial services industry since 2000 and holds Series 6, 7, 63, and 66 licenses. Eric has previous experience with firms like First Brokerage America, L.L.C., CUSO Financial Services, L.P., Cal Fed Investments, Dreyfus Investment Services Corporation, Dreyfus Financial Services Corporation, and Vanguard Marketing Corporation. Eric provides financial planning, portfolio management, and asset allocation services to individuals, businesses, pension plans, and charitable organizations.

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ADVISOR BIO

Eric Matthew Smith is a Certified Financial Planner and is a Registered Investment Advisor representative of Mission Wealth Management, LP. Eric has been working in the financial services industry since 2011 and is currently registered with the state of California. Eric's career started at the University of Wisconsin, followed by a number of years at Fisher Investments, and then working for Mission Wealth Management, LP starting in 2019. The firm provides a variety of services, including financial planning, pension consulting, selection of other advisors, and portfolio management. The firm manages assets for individuals, businesses, and charitable organizations. Eric's specializations include working with families, individuals, trusts, small businesses, and corporate retirement plans.

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ADVISOR BIO

Eric Imbuelten is an investment advisor representative with A.e.i. Financial Group. Eric has been in the industry since November 2006. Eric is licensed in California. Eric's firm, A.e.i. Financial Group, has offices in Santa Rosa, Novato and Petaluma, California. The firm primarily serves individuals other than high net worth individuals. The firm has a total of 16 clients. Eric has passed the Series 65 Uniform Investment Adviser Law Examination. The firm's compensation arrangements include fixed fees, hourly charges, and a percentage of assets. The firm also provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.

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ADVISOR BIO

Eric Jenson is a financial advisor registered in California, Colorado, and Texas. Eric Jenson has been in the industry since April 5, 2000, and is currently registered with LPL Financial LLC. Eric Jenson has a wide range of experience, having previously worked with Transamerica Financial Advisors, Inc. and World Group Securities, Inc.. Eric Jenson offers a variety of services to clients, including financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Eric 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.

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ADVISOR BIO

Eric Gieling is an investment advisor representative with Ameriprise Financial Services, LLC. Eric is a licensed investment advisor representative in California and holds both a Series 7 and Series 66 license. Eric has been in the industry since May 11, 2015. Eric specializes in providing financial planning, asset allocation services, portfolio management, and educational seminars.

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ADVISOR BIO

Eric Christopher Restrepo is a financial advisor with Lifeworks Advisors, LLC. Eric has been a financial advisor for more than 10 years. He is registered with the state of California as an Investment Advisor Representative. Eric has experience providing financial advice to individuals, families, and small businesses. He specializes in financial planning, portfolio management, and retirement planning. Eric holds Series 7, 66, and 65 licenses. He is also a licensed insurance agent.

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