Eric Smith, Wealth Advisor

Eric Smith

In by Mission Wealth

Eric Smith, Wealth Advisor Bio Page

Eric Smith

CFP®

Partner and 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 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 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.

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. 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 Interests

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.

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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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