Managing Principal
Eric’s over twenty-five years in the industry have strengthened his passion for finding financial solutions for clients. He gets the most satisfaction from substantive complex conversations with families that lead to actionable insight and real results. Eric is a strong believer in the AWM Total Wealth Organizer and uses this tool to help clients plan for themselves and future generations. In 2023, Eric completed 6 years as Treasurer at Temple Israel of Hollywood and now chairs the Investment Committee and continues to serve on the Hillside Council of Directors. He has also been a member of The Buckley School Investment Committee since 2017.
E-mail: eric@avitaswealth.com
Phone: 424-371-9025