Eric Swanson, CFP®
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.
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.