Eric Smith, Wealth Advisor

Eric Smith

In by Mission Wealth

Eric Smith, Wealth Advisor Bio Page

Eric Smith

CFP®

Senior Wealth Advisor

Walnut Creek

(415) 429-0678

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"Financial planning is more than just numbers and investments. It's about building lasting relationships and achieving peace of mind."

Eric Smith is a Senior Wealth Advisor at Mission Wealth, serving clients in San Francisco, California and the surrounding Bay Area. He takes the time to fully understand each client's unique financial and life goals, enabling him to craft customized solutions that encompass financial planning, risk management, and tax planning strategies. This tailored approach enables his clients to achieve their financial objectives while also ensuring that they have peace of mind knowing that their finances are in experienced and capable hands.

"Financial planning is more than just numbers and investments. It's about building lasting relationships and achieving peace of mind."

Eric Smith is a Senior Wealth Advisor at Mission Wealth, serving clients in San Francisco, California and the surrounding Bay Area. He takes the time to fully understand each client's unique financial and life goals, enabling him to craft customized solutions that encompass financial planning, risk management, and tax planning strategies. This tailored approach enables his clients to achieve their financial objectives while also ensuring that they have peace of mind knowing that their finances are in experienced and capable hands.

Learn About Eric Smith

Professional Background

Eric Smith brings a wealth of experience to his role as a Senior Wealth Advisor at Mission Wealth. Prior to joining the firm, he worked as an Investment Associate at Fisher Investments and as a Business Development Strategist at MHK Retirement Partners. Eric's diverse background has equipped him with the skills and knowledge to provide exceptional financial guidance to his clients. His experience in investment management and business strategy enables him to approach financial planning from a unique perspective, ensuring that his clients receive the best possible advice and solutions.

Eric carries a Bachelor of Business Administration from the University of Wisconsin-Madison with a major in Finance, Investment and Banking with a specialization in Wealth Management & Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER™.

Personal Pursuits

Eric Smith enjoys an active lifestyle and loves spending time outdoors. He is an avid skier, hiker, and camper, and has a deep appreciation for the competitive and team spirit that sports foster. In his free time, Eric enjoys exploring new restaurants and driving automobiles. His passion for exploration and adventure reflects his approach to financial planning. Just as he seeks out new experiences in his personal life, Eric works tirelessly to help his clients achieve their financial goals and navigate the ever-changing financial landscape.

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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