Certified Financial Planner (CFP®)
California State University, Chico
Eric Swanson is a CFP® of 18 years and is Vice President at EP Wealth. His extensive background within the financial advising and financial planning arena has had him in a Vice President role for upwards of 5 years. Day in and day out he works with clients to build out their financial future responsibly in attempts to meet one’s goals and objectives for years to come. This is done in a concise and measurable manner indicative of a true Fiduciary. Eric grew up in Irvine and went to California State University, Chico graduating with a BA in Psychology with a heavy emphasis in business. Eric and his wife of 22 years have 2 cats from local no-kill shelters that they love to spoil. He has been a baseball enthusiast since the age of 9 and lives to pitch to this day.
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