In the spirit of Thanksgiving and to provide our dedicated employees with additional time to spend with family, our offices will have limited availability from Monday, Nov. 25 through Friday, Nov. 29. If you are an existing client and need assistance during this time, please contact our client support team at 888.565.1681 (Monday – Wednesday only). If you would like to discuss becoming a client, please call 888.920.1320 or view how to contact us via other means here.
Eric, a San Jose native, began his career in the financial services industry in 2015. Before joining Mercer Advisors, he worked at Fidelity Investments, where he served as a Financial Consultant providing holistic financial planning to more than 250 clients. As a CERTIFIED FINANCIAL PLANNER™ professional, Eric is passionate about building long-lasting relationships with clients and their families so they can achieve financial freedom. He earned an MBA from George Washington University and holds the FINRA Series 66 license. Eric lives with his family in San Jose, where he enjoys cycling and speed cubing with his two sons.
Walnut Creek
100 Pringle Avenue Suite 310 Walnut Creek, California 94596