Eric joined GoldBook Financial as a Financial Advisor in May 2025 and is based out of GoldBook’s Scottsdale office, serving clients in San Diego as well.

Eric is a financial services professional dedicated to guiding clients toward their financial objectives through tailored, long-term investment strategies. Leveraging a strong foundation in athletics and professional research, Eric employs a disciplined and analytical approach to deeply understand each client’s unique circumstances and goals. This enables him to deliver customized solutions that optimize financial outcomes and foster lasting success.

Eric began his financial services career as an associate with Edward Jones, allowing him to build on his financial services strategies. Prior to starting his career in financial services, Eric was a researcher at the International Institute of Counter Terrorism.

Eric attended Boston University, where he competed in NCAA D1 tennis. He holds a bachelor’s degree in international and global studies with a Middle East focus and earned a master’s in international studies from the University of San Diego.

Outside of the office, Eric enjoys playing tennis, ultra marathons, mountain biking, and pickleball. He frequently accompanies medical professionals on surgical missions to Mexico as a translator and also volunteers at the AZ Small Dog Shelter.

Eric holds FINRA Series 7, 63 & 66 and is Life, Accident and Health licensed.

 

 

 

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