Adero Partners
Eric Swensen, CFP®, has a diverse work experience in the financial industry. Eric started their career at Levensohn Capital Management as a Trader in 2000, where they gained valuable skills for three years. In 2003, they joined Portola Group as a Trader for a brief period before moving on to Adero Partners in 2004. At Adero Partners, Eric held various roles, including Wealth Advisor | Principal and Chief Practice Officer. Currently, they continue to work at Adero Partners in a senior position.
Eric Swensen, CFP® completed their Bachelor of Science (BS) degree in Managerial Economics from the University of California, Davis in 2000. Prior to that, they attended the University of California, Berkeley from 1995 to 1997, but it is not specified whether they obtained a degree or completed a specific field of study during that time. Eric Swensen also holds the certification of Certified Financial Planner.
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Adero Partners
We have been providing independent financial counsel to individuals and families since 1999. Clients throughout Silicon Valley to New York choose Adero Partners because of our Family CFO approach to their financial goals. Adero is driven to: - Provide world class investment results - Be transparent and act as a fiduciary for our clients - Create wealth plans that work - Work tirelessly to do what we commit to - Employ intelligent, passionate professionals Please visit our website to learn more about how we approach wealth management and meet some of our wonderful people. Bay Area • Santa Monica • Portland DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information.