Eric is a professional in the field of Financial Planning, Insurance, and Investment Strategies. Since his graduation from Santa Clara University with a degree in accounting and finance in 1984, he has enjoyed serving the Santa Clara Valley helping people reach their financial goals and dreams. Since 1987, he has been a qualifying member of the prestigious Million Dollar Round Table, an honor bestowed upon only 3% of his industry. Eric’s professional expertise is well complemented by his strong passion to serve in the best interests of his clients across all their financial needs. This includes getting to the root of what they need most to enjoy financial security and flexibility and building completely customized solutions as a result. Throughout this process is a strong commitment that Eric makes to service each client to the same level at which he would apply to himself. Part of that commitment is Eric’s willingness to take on the central role of coordinating all a client’s concerns and considerations across various relationships including their attorney, accountant, banker/trust officer to find integrated solutions best suited to the client’s financial needs.