ABOUT
About Eric
With a resolute vision and over 15 years of comprehensive experience in the financial sector, Eric’s passion for helping his clients is unmatched. His journey in the industry is marked by extensive collaborations with numerous financial advisors, providing him with a unique perspective on the varied approaches within the financial services landscape. This experience has been instrumental in shaping his commitment to offering unparalleled service to his clientele.
Eric's career is distinguished by his ability to discern the most effective practices in wealth management. His insights into the 'good, bad, and ugly' aspects of financial advisory services have driven him to establish a firm that embodies his ethos of excellence and integrity.
At Pallas Capital Advisors 360, he is dedicated to redefining client service, ensuring that every strategy and decision is aligned with the best interests of his clients.
A fervent advocate for secure and prosperous retirement outcomes, Eric's approach is characterized by a deep-seated care for his clients' financial well-being. His expertise encompasses a broad spectrum of wealth management strategies, and he is particularly adept at tailoring these to suit the unique needs of each individual client.
Outside the realm of finance, Eric is a devoted family man. He takes great joy in watching his two daughters excel in softball, an activity that brings him immense pride. His leisure time is often spent engaging in outdoor pursuits, with fishing and golfing being his preferred modes of relaxation. These hobbies offer him a balance, allowing him to recharge and maintain his focus on his professional and personal commitments.
Eric's athletic and academic backgrounds are equally impressive. A former college soccer player at Metro State University, he has demonstrated a lifelong commitment to discipline and teamwork. His educational journey began at Mater Dei Catholic High School in Santa Ana, CA, where he graduated in 1999. This foundation laid the groundwork for his successful career and the establishment of Pallas Wealth Management.
Eric's professional ethos, combined with his personal interests and background, make him a relatable and trusted figure in the world of wealth management. His leadership at Pallas Wealth Management is not just about providing financial advice but about building lasting relationships based on trust, integrity, and a mutual desire for success.
Contact us today to experience the difference of working with a truly elite financial planning firm. Your financial well-being is our top priority, and we are committed to exceeding your expectations at every step of your journey!
