Eric

Eric Ma, CFP®, EA, is currently a Wealth Management Associate at Aspiriant, where they leverage their extensive background in financial planning and client relationship management. Previously, they served as a Financial Paraplanner at New York Life Insurance Company and held the position of Enrolled Agent at Monolithe Tax Planning Services, Inc., where they specialized in tax preparation and consulting for high net worth individuals. Eric's experience also includes a role as a Senior Claims Representative at 21st Century Insurance and an internship as a Financial Advisor at Merrill Lynch. They completed the Personal Financial Planning Program at the University of California, Los Angeles in 2014.