TruChoice Financial
Eric Loaiza has extensive work experience in the financial industry. Eric started their career at Franklin Templeton as a Retirement Specialist from June 1998 to February 1999. Eric then joined ETRADE Financial as a Manager from 1999 to 2006. After that, they worked at ePLANNING Securities, Inc. as a Compliance Manager/OSJ Manager from September 2006 to April 2009. Following that, they joined TruChoice Financial as a Vice President of Operations from December 2018 to February 2022. Eric also held the role of Compliance Manager/Field Suitability Officer at TruChoice Financial from May 2009 to present. Currently, they hold the position of Senior Director of BD Strategic Partnerships at TruChoice Financial from February 2022 onwards.
Eric Loaiza obtained a B.S. in Biological Sciences and Psychology from the University of California, Davis, between the years 1996 and 1998. Following this, they pursued an MBA in Finance at Golden Gate University from 2002 to 2007.
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TruChoice Financial
Your success is our main priority. If you don’t succeed, we don’t succeed. It’s that simple. TruChoice has been a wholesaling partner to some of the industry’s most successful financial professionals for over 30 years. At the core of these successful relationships is not only the knowledge we can share but our commitment to bring financial professionals together to share their vast experience with each other. Our promise is to continually provide you with Marketing that Matters, Cutting-Edge Concepts, and Training that Transforms. We want you to be able to rely on us like your clients rely on you.