Eric Smith

Senior Client Advisor Associate


 
 

Eric Smith

Client Advisor Associate

“Financial planning is more than just numbers and investments. It’s about building lasting relationships and achieving peace of mind financially.”

Role at Mission Wealth

Eric works closely with a team of Client Advisors, analyzing current data from clients and putting together financial plans, wealth management reviews and year-end reports. He also prepares investment reports and financial scenarios.

Contact Information

Office Locations: San Francisco, CA;
Direct Line: (608) 469-8399

Role at Mission Wealth

Eric works closely with a team of Client Advisors, analyzing current data from clients and putting together financial plans, wealth management reviews and year-end reports. He also prepares investment reports and financial scenarios.

Contact Information

Office Locations: San Francisco, CA;
Direct Line: (608) 469-8399

Career Highlights

Before joining the Mission Wealth team, Eric worked for Fisher Investments in Portland, Oregon. Prior to that, Eric was an Intern for Invest Financial in Tampa, Florida as well as MHK Retirement Partners in Madison, Wisconsin.

Eric is currently pursuing the CFP® designation.

Career Highlights

Before joining the Mission Wealth team, Eric worked for Fisher Investments in Portland, Oregon. Prior to that, Eric was an Intern for Invest Financial in Tampa, Florida as well as MHK Retirement Partners in Madison, Wisconsin.

Eric is currently pursuing the CFP® designation.

Personal Pursuits

Eric enjoys the outdoors, specifically skiing and camping. In his spare time, he also enjoys playing hockey and football.

Education

Bachelor of Business Administration from University of Wisconsin-Madison with a major in Finance, Investment and Banking with a specialization in Wealth Management & Financial Planning.

Personal Pursuits

Eric enjoys the outdoors, specifically skiing and camping. In his spare time, he also enjoys playing hockey and football.

Education

Bachelor of Business Administration from University of Wisconsin-Madison with a major in Finance, Investment and Banking with a specialization in Wealth Management & Financial Planning.

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