Meet the professionals
who can help you pursue your goals

We guide individuals and families toward their ideal retirements.

Experienced, Dedicated, Focused

Our team puts you at the center of everything we do.

Who We Are

Our Team

Eric Sanchez

Eric Sanchez

CEO & Investment Adviser Representative

Eric is focused on helping clients build and preserve their wealth through a well-thought-out financial strategy.

With more than a decade of experience in financial services, Eric got his start working with a Fortune 100 company providing financial planning services for high-net-worth individuals. His passion for helping more people and changing lives with his services led him to the insurance side of the industry. His passion for providing the best customer service experiences and desire to serve clients’ needs first led him to start his own firm in 2018.

Eric is a financial professional who can offer investment and insurance products and services. He has passed his Series 65 securities exam and holds his insurance license in health, life and annuity. He graduated from Cal Poly Pomona College of Business Administration with a Bachelor of Finance.

Outside of the office, Eric loves spending time with his wife and two children. He also volunteers on the board for a non-profit and teaches at Guerreros Athletic Foundation, one of the top Judo clubs in the nation.

Christina Camiling


Kassandra Romo

Operations Specialist

Take the First Step Today

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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