You’ll find Eric sharing his financial planning experience and knowledge with a wide variety of clients. Eric specializes in working with business professionals and physicians, along with local area businesses, by advising in areas that include retirement planning, estate planning, risk management, college funding, investments, professional money management, and executive planning. Securities and Investment Advisory Services offered exclusively through Royal Alliance.
Dedicated to serving the complex planning needs of today, Eric has an unparalleled commitment to financial planning education obtaining the designations of Chartered Financial Consultant (ChFC®) and Chartered Life underwriter (CLU®).
Pacific Capital Resource Group, Inc. is a relationship-based financial services firm seeking to provide quality advice, effective implementation and superior service. We help our client’s security and independence. We focus on building long-term relationships founded on mutual trust and respect.
LICENSES AND CERTIFICATES
- Bachelor’s Degree, University of Wisconsin - Stout
- Student of the American College
- Washington Life, Disability, Medical and Long Term Care
- Registered Representative & Investment Advisor Representative of Royal Alliance