Westlake Village, California Office

5743 Corsa Avenue
Ste 224
Westlake Village, CA 91362

Phone: (424) 270-8750

Fax: (310) 316-0401

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.


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