Eric is responsible for advising private families on a national scope from our Westlake Village office. Prior to joining One Capital Management, LLC, Eric was a Senior Wealth Advisor with an $11 billion investment management firm and as a Managing Director of a $2 billion firm responsible for managing the Los Angeles market. Eric started his financial services career in 2006 with a boutique advisory firm in New England. Eric is a Veteran of the U.S. Army Corp. of Engineers. Eric is a Certified Financial Planner™, Accredited Estate Planner, Chartered Life Underwriter, and an Accredited Investment Fiduciary. He graduated with honors earning a Bachelor of Science in Business (Finance) from Southern New Hampshire University. Eric is married and a proud father, and lives in Thousand Oaks, California.