ADVISOR BIO

Erica Espinola is a financial advisor with Wells Fargo Clearing Services, LLC. She has been in the industry since 2005. She provides financial planning and investment consulting services to individuals and businesses. Erica is registered with the Financial Industry Regulatory Authority (FINRA) and is a Series 7, Series 9, Series 10, Series 66 and SIE licensed professional.

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ADVISOR BIO

Eric B. Soiland is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Eric has been in the financial services industry since 1986. Eric is registered with the state of California to provide investment advisory services. Eric holds Series 3, 7, 9, 10, 24, 63 and 65 securities licenses. Eric is also a Certified Financial Planner. Eric has prior experience working with Citigroup Global Markets Inc., DEAN WITTER REYNOLDS INC., GRAYSTONE NASH, INC. and THE STUART-JAMES COMPANY, INC.

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ADVISOR BIO

Erich Saul Erdmier is a financial advisor with Edward Jones. Erich has been in the financial industry since 1998 and has experience working at various firms, including J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Charles Schwab & Co., Inc. Erich is licensed to provide advisory services in multiple states and has a number of professional designations. Erich's expertise lies in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

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ADVISOR BIO

Erick Martinez is a registered representative with Planmember Securities Corp. Erick has been in the financial industry for over 1 year. Erick is registered with the state of California and holds the Series 6TO and SIE licenses. Erick is available to provide financial advice to individuals, businesses, trusts, estates, investment companies, charitable organizations, and pension and profit sharing plans.

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ADVISOR BIO

Erick Hoyer is a financial advisor who has been in the industry for over 25 years. Erick is currently registered with Creative Planning as an Investment Advisor Representative. Erick's previous employers include Edward Jones, Charles Schwab & Co., Inc. and A. G. Edwards & Sons, Inc.. Erick holds the Series 6, Series 7, Series 9, Series 10, Series 63, and Series 65 licenses. In addition to their work as an investment advisor, Erick is also the owner of a rental property in Kings Beach, California.

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ADVISOR BIO

Erick Santiago Block is a financial advisor with over 17 years of experience in the financial services industry. Currently, Erick is registered with Wells Fargo Clearing Services, LLC and is licensed in both California and Texas. Erick has previously worked with D.A. Davidson & Co., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Erick holds the Series 66, Series 7, and SIE licenses.

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ADVISOR BIO

Erick Ortez is a registered representative with Wells Fargo Clearing Services, LLC. Erick has been in the financial industry for over 12 years. Erick's background includes experience at J.P. Morgan Securities LLC and Chase Investment Services Corp.

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ADVISOR BIO

Erick Zhinan Liu is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Union City, CA. Erick Zhinan Liu holds the Series 7TO, Series 63, and Series 66 securities licenses, as well as the SIE exam. Erick Zhinan Liu has a strong background in financial services, having worked for a number of firms, including JPMorgan Chase Bank, N.A., Wells Fargo Bank, N.A., and US Bank, N.A. Erick Zhinan Liu is a licensed and registered investment advisor in California and Texas. Erick Zhinan Liu has a diverse client base, including individuals, corporations, and institutions. Erick Zhinan Liu specializes in providing financial advice and services in areas including portfolio management, retirement planning, college savings, and estate planning. Erick Zhinan Liu has a commitment to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Erick Wesley Podwill is an Investment Advisor Representative associated with Canterbury Consulting Inc. Erick is a Series 65 licensed advisor and has been in the industry since 2014. Erick has experience with a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Erick provides a variety of advisory services, including portfolio management, financial planning, and selection of other advisers. Canterbury Consulting Inc. is headquartered in Newport Beach, CA and also has a location in Lakewood, CO.

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ADVISOR BIO

Erick Ho Kim is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry since September 18, 2022. Erick is licensed to conduct business in California and has successfully passed the Series 63, Series 6TO, and SIE exams. Erick's office is located in Palo Alto, California.

SPECIALIZATIONS