Eric Weissman, AIF®
Wealth Manager
Eric serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With two decades of experience in the financial services industry, Eric offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Eric worked as a financial consultant for an independent investment advisory firm.
Eric earned a Bachelor of Arts degree from the University of California, Berkeley, and a Master of Arts degree from Loyola Marymount University. He is also an Accredited Investment Fiduciary<sup>®</sup> professional, as designated by the Center for Fiduciary Studies.
Eric enjoys playing pickleball in the park, rooting for his favorite sports teams (the San Francisco 49ers and Golden State Warriors) and spending quality time with his wife, Sarah, and their son, Maverick.
Articles by Eric Weissman, AIF®
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