His own family’s experience with poor retirement advice has made him passionate about empowering clients to make decisions without fear and uncertainty.
Joined Lido: 2025
Homebase: San Ramon, CA
Professional Focus: Brings more than three decades of experience helping individuals and families in the Santa Clara Valley achieve lasting financial security through highly customized planning. He is passionate about simplifying complex financial concepts and empowering clients to make informed decisions without fear or uncertainty. Eric brings tremendous attention to detail and a steady, thoughtful approach to every client relationship.
Professional Designations: CERTIFIED FINANCIAL PLANNER®
Education: B.S., Commerce, Accounting and Finance, Santa Clara University
Previous Work Highlights: Began his career as a Principal for three decades at The Furstner Group, Inc., before moving on to become a Partner and Senior Financial Advisor at Fountainhead Advisors prior to its partnership with Lido in 2025. Since 1987, he has been a qualifying member of the Million Dollar Round Table.
Personal Facts: Eric is most proud of his family, his wife and two children, who have grown into fulfilled, hardworking professionals. Outside of work, he is passionate about photography, particularly aerial photography, and spent part of his youth living in Hong Kong.
