CA License No. 0H09764
Eric is dedicated to guiding businesses, families, and individuals with the accumulation and preservation
of wealth through comprehensive financial strategies.
Eric holds the Retirement Income Certified Professional (RICP) designation due to his continuing education
in the area of Retirement Income Strategies. Eric holds the 6, 7, 63 and 65 Securities registrations, as well as
Life and Health Insurance Licenses. Eric received his Bachelor of Business Administration in Economics as
well as a Minor in Film and Media Studies from UC Irvine. Eric is a Registered Representative and
Investment Advisor Representative of Securian Financial Services, Inc., member FINRA/SIPC.
Eric enjoys getting involved in professional organizations and is currently a member of Southern California Contractors Association, California Moving and Storage Association, and the Mission Viejo Chamber of Commerce. Eric resides in Irvine and enjoys hiking, boating, and watching professional sports, especially the Ducks and Angels.
Tax & Financial Group
4001 MacArthur Blvd., 3rd Floor
Newport Beach, CA 92660
(949) 223-8413 Direct
Securities and Investment Advisory Services offered through Securian Financial Services Inc, Member FINRA/SIPC. Tax & Financial Group is independently owned and operated. 2195447, DOFU 08/18
Tax & Financial Group 4001 MacArthur Blvd., 3rd Flr., Newport Beach CA 92660 800.373.2177 Toll Free www.tfgroup.com