Eric Swanson
CFP®
EP Wealth Advisors
VP/Financial Advisor
Eric Swanson
CFP®
EP Wealth Advisors
VP/Financial Advisor
As a fee-only financial advisor, my focus is to offer unbiased fiduciary financial advice to help ensure you achieve your life goals, today and in the future. - Eric Swanson, CFP®
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Eric Swanson is a CFP® of 18 years and is Vice President at EP Wealth. His extensive background within the financial advising and financial planning arena has had him in a Vice President role for upwards of 5 years. Day in and day out he works with clients to build out their financial future responsibly in attempts to meet one’s goals and objectives for years to come. This is done in a concise and measurable manner indicative of a true Fiduciary. Eric grew up in Irvine and went to California State University, Chico graduating with a BA in Psychology with a heavy emphasis in business. Eric and his wife of 22 years have 2 cats from local no-kill shelters that they love to spoil. He has been a baseball enthusiast since the age of 9 and lives to pitch to this day.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Eric Swanson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Eric Swanson
Office Locations:
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21515 Hawthorne Blvd
Suite 1200
Torrance, CA 90503 -
11400 W. Olympic Blvd.
Suite 170
Los Angeles, CA 90064 -
18301 Von Karman Ave.
Suite 410
Irvine, CA 92612
