Prior to joining us, Eric spent 16 years with Charles Schwab, a nationally based investment firm. During the last four years, he worked exclusively with private clients in that firm’s wealth management division.
A 1982 graduate of the University of Washington with a degree in business administration, Eric has over 22 years of financial services experience. He has a strong background in investments and financial planning and is currently pursuing certification as a CERTIFIED FINANCIAL PLANNER™. Eric was listed in Seattle Magazine in 2008, 2009 and 2011 as a FIVE STAR Wealth Manager, scoring among “the highest in overall satisfaction” in the Seattle area.
Eric lives in Seattle with his wife, daughter, and son and enjoys golf and coaching youth baseball.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Email: eric@merriman.com
Content by Eric:
- Want to be a Certified Financial Planner™? posted on Oct 2011
- Umbrella insurance – why it might be a good idea for you posted on Apr 2011
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