I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!
Eric Smith CFP®
Based in Walnut Creek, Eric helps tech professionals, executives, startup employees, and retirees navigate concentrated stock, equity compensation, taxes, retirement, and other complex wealth decisions
Ways to Connect
Who Eric Typically Helps
Tech professionals, startup employees, executives with equity compensation, high-earning professionals, individuals approaching retirement, retirees, families preparing to transfer wealth across generations.
Serving Clients in
San Francisco • Walnut Creek • Palo Alto • San Jose • Sacramento • Communities throughout Northern California
Available nationwide through virtual meetings
Questions Eric Helps Answer
- How should I manage concentrated stock and executive compensation?
- What would it take to retire early or create sustainable retirement income?
- How can I coordinate advanced tax and estate planning?
- How should alternative investments or charitable planning fit into my strategy?
- How can I transfer wealth or support a surviving spouse?
The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.
Eric Smith is a Partner and 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.
He has worked with many clients across the tech industry and understands the unique challenges they face. Eric enjoys helping clients understand their equity compensation and provides tailored investment strategies on their stock concentration positions that carry high unrealized capital gains.
In 2025, Eric joined the Mission Wealth Partner group.
Financial planning is more than just numbers and investments. It's about building lasting relationships and achieving peace of mind.
Eric’s Frequently Asked Questions
Eric begins by listening carefully to understand each client’s goals, concerns, priorities, and definition of success. He then creates a practical plan that clearly explains what is being addressed, why it matters, and what comes next. Clients can expect consistent communication, plain language explanations, and clear guidance when evaluating different options and tradeoffs. His organized and collaborative approach is designed to help clients feel informed, supported, and confident throughout the process
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. He has a decade of experience working with individuals, families, and tech professionals.
Eric carries a Bachelor of Business Administration from the University of Wisconsin-Madison with a major in Finance, Investment, and Banking, specializing in Wealth Management & Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Personal Pursuits
Eric Smith enjoys an active lifestyle and loves to travel. He is an automotive enthusiast – you can typically find him at a cars and coffee event on Sunday or attending a car show. 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.
Community Impact
In addition to his work as a Wealth Advisor, Eric Smith is also an active member of the Bay Area community. He regularly volunteers his time with local organizations that support financial literacy and education, helping to empower individuals and families with the tools they need to achieve financial independence.
Awards
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Next-Gen Rising Stars Finalist
2026 ThinkAdvisor Luminaries Awards
*for award disclosures and methodology, visit awards & rankings
Awards
-
Next-Gen Rising Stars Finalist
2026 ThinkAdvisor Luminaries Awards
*for award disclosures and methodology, visit awards & rankings
Request an introduction to Eric Smith.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Eric Smith and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor