Estate, Investment and Tax Planning
Eric grew up in the Cambrian area of San Jose and attended school locally at Santa Clara University where he was awarded his degrees in Business and Law. He has lived in the South Basking Ridge neighborhood since its inception and currently works at a boutique financial management firm that manages over $90M in assets. He is committed to helping his clients achieve their financial goals and part of that is teaching them how to manage their assets. In his personal and professional roles, he has demonstrated his ability to abide by laws of estate and tax planning and wealth management and protection planning.
He enjoys spending time with his family, watching and playing hockey, and looks forward to serving his community in the role of Treasurer.