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.
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.
In the News
Mission Wealth Recognized on Financial Planning’s 2024 “Best RIAs to Work For” List
We are thrilled to announce that Mission Wealth has been recognized as one of the “Best RIAs to Work For” by Financial Planning in 2024.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.