CFPCIMA®CIMC

    Eric Soiland

    Managing Director

    Presidio Group Wealth Management
    Brentwood, CaliforniaNo minimum minimum

    About Eric

    Eric Soiland, CFP® CIMA® Managing Director, Presidio Group Wealth Management With nearly 40 years of experience in wealth management, Eric Soiland, CFP® CIMA®, is a dedicated advisor who helps individuals navigate the financial complexities of retirement and major life transitions. He has a particul... One thing I want my clients to know about me is... I believe, as a financial advisor, it's my duty to always do what is best for clients, to be fully transparent and provide access to all of the 'best of class' investments we can find. But ultimately, investment planning strategies depend on strong relationships formed through trust and shared values.

    Areas of focus

    Retirement PlanningInvestment ManagementCash Flow AnalysisPortfolio Construction

    Credentials & background

    Designations

    CFPCIMA®CIMC

    Education

    Bachelors of Science, Business California Lutheran University (1981)

    Clients served

    RetireesSurviving SpousesBusiness OwnersDivorcees

    The firm

    Presidio Group Wealth Management