Westlake Village, California Office

5743 Corsa Avenue
Ste 224
Westlake Village, CA 91362

Phone: (424) 270-8750

Fax: (424) 270-8765

Eric Swanson

Eric Swanson, CFP®

Vice President

Westlake Village, California

  • 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.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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