Eric Swanson, CFP®

Vice President, Advisor

Westlake Village, California

Contact Eric

Eric works with clients to build out goals for a responsible financial future in a concise and measurable manner. Eric has always taken the initiative and time to educate his clients about their personal finances and how they work.
Eric is a graduate of California State University, Chico. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
Eric grew up in Irvine, and he and his wife of 23 years have two cats from local no-kill shelters. He has been a baseball enthusiast since the age of nine.

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As a Certified Financial Planner™, I am...