® Eric Swanson

Eric Swanson, CFP ®, has over 25 years of experience in the financial industry. Eric currently serves as Vice President and CERTIFIED FINANCIAL PLANNER® at EP Wealth Advisors, a position they have held since May 2019. Prior to joining EP Wealth Advisors, Swanson worked as an Investment Advisor Representative/CERTIFIED FINANCIAL PLANNER® at Transamerica Financial Advisors, Inc. from February 2018 to May 2019. From November 2015 to December 2017, they served as Vice President of Development and CERTIFIED FINANCIAL PLANNER® at Reilly Financial Advisors, where they built a strong network of professional referral relationships. Swanson also held the position of Vice President of Development and CERTIFIED FINANCIAL PLANNER® at Lighthouse Financial Services Inc from July 2013 to September 2015, where they developed referral relationships and managed client relationships. Eric began their career as a Registered Investment Advisor and CERTIFIED FINANCIAL PLANNER® at Independent Capital Management, where they worked for over 17 years and gained experience in a diverse investment product base, estate planning, and conducting financial workshops.

Eric Swanson, CFP ®, received their Bachelor's degree in Business and Psychology with an emphasis on Marketing from California State University, Chico from 1984 to 1988. In addition to their bachelor's degree, they obtained the Certified Financial Planner certification in June 2001, awarded by the CFP Board.