ADVISOR BIO

Eric Guo Chu is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in Modesto, CA. Eric has been working in the financial services industry since August 16, 2016, and holds Series 7, Series 66, and SIE licenses. Eric is registered in 11 states. He provides advisory services to individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit sharing plans, state or municipal government entities, and other investment advisors. Eric's areas of specialization include: portfolio management, investment advisory, and financial planning.

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ADVISOR BIO

Eric Chien Chan is a financial advisor based in Los Angeles, CA, associated with LPL Financial LLC. Eric Chan holds Series 7TO, Series 66, and SIE licenses and is registered with FINRA and the state of California. Eric Chan has been in the industry since April 10, 2024.

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ADVISOR BIO

Eric Hull is a financial advisor registered with Evergreen Wealth Advisors, Inc. in Lafayette, CA. Eric has been in the financial services industry since 1989 and has experience in portfolio management for individuals and businesses. He is also a Chartered Financial Analyst. Eric is a Registered Investment Advisor and his firm's services include selection of other advisors and portfolio management.

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ADVISOR BIO

Eric Bosworth is a registered representative with J.p. Morgan Securities LLC, with over 2 years of experience in the financial industry. Eric has a Series 63 license, as well as a Series 6TO and SIE license. Eric specializes in providing financial advice and portfolio management services to individuals and businesses. Eric has a proven track record of helping clients achieve their financial goals.

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ADVISOR BIO

Eric Silvestre is a financial advisor with over 20 years of experience in the industry. Eric is currently registered with Western International Securities, Inc., and has also held positions at J.P. Morgan Securities LLC, Chase Investment Services Corp., WAMU Investments, Inc., J.B. Oxford & Company, and WMA Securities, Inc. Eric has a wide range of experience in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Eric holds the Series 6, 7, 24, 63, and 65 licenses, and the SIE designation.

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ADVISOR BIO

Eric Schulkin is a financial advisor with Oppenheimer & Co. Inc. located in San Francisco, CA. Eric has been in the financial industry since 2014 and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Eric is also a Certified Financial Planner and has experience in providing portfolio management, financial planning and other advisory services. Prior to joining Oppenheimer & Co. Inc., Eric was a financial advisor with LPL Financial LLC.

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ADVISOR BIO

Eric Shannon Smith is a financial advisor who has been in the industry since 1999. Eric is registered with LPL Financial LLC, Cornerstone Wealth Management, LLC and has previously worked with Securities America, Inc.. Eric is a Certified Financial Planner® and holds Series 7, Series 24, and Series 66 licenses. Eric is registered with the state of California, New Jersey, and Texas. Eric provides financial planning and consulting services through Lifetime Planning, Inc., an independent investment advisor firm, and Cornerstone Wealth Management, LLC.

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ADVISOR BIO

Eric Imley is a financial advisor with Protection Point Advisors, located in Culver City, CA. Eric has been a financial advisor since 2015. Eric is registered to provide investment advice in California. Eric has Series 7, Series 66, and SIE licenses. Eric also holds the Certified Financial Planner designation.

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ADVISOR BIO

Eric Schindler is a financial professional with over 35 years of experience in the industry. He has held various roles at several firms, including Pacific West Securities, Inc. and National Planning Corporation. Eric currently works as a Registered Representative for LPL Financial LLC. Eric is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 24 and 63 licenses. Eric is also a Chartered Financial Consultant. His areas of expertise include retirement planning, investment management, and insurance planning. Eric is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Eric Jardine is a financial advisor with Perigon Wealth Management, LLC, based in San Francisco, CA. Eric has been in the industry since 2004 and holds a Series 65 license. Eric is also a Chartered Financial Analyst. In addition to San Francisco, Eric also works out of the Perigon Wealth Management, LLC Walnut Creek, CA office. Eric has experience working with clients of all types, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Eric's firm offers a variety of services, including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS