Eric Swanson, CFP®

California State Icon Westlake Village, California
Vice President
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About Eric

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 goals for their financial future responsibly in a concise and measurable manner. What’s more is that Eric has always taken the initiative and time to educate his clients about their personal finances and how they work. Eric grew up in Irvine, he and his wife of 23 years have 2 cats from local no-kill shelters, and has been a baseball enthusiast since the age of 9.

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California State University, Chico

How can Eric help?


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Eric works in our Westlake Village office in California, see their office information here.
Westlake Village Office

Financial Tip

“You can only plan on what’s ahead of you...never what’s behind you.”