Erick is a United States Marine Corps veteran, a graduate of Pepperdine University with a Bachelor of Science in Management, and a Certified Financial Planner™ with over a decade of experience helping clients navigate important financial decisions.

One of Erick’s core values is striving to ensure clients make good financial decisions and understand the “why” behind those decisions. He simplifies market principles, explains their impact on each client’s situation, and presents clear options for moving forward. Erick’s goal is to ensure clients have a clear understanding of their financial roadmap and confidence during natural market changes and conditions.

Another important aspect of working with Erick is his commitment to transparency, maintaining a high level of responsiveness to client communications, and developing meaningful long-term relationships with clients. These shared values are some of the many reasons Erick decided to join the Strong Valley team in 2024.

Erick and the Strong Valley team believe deep client relationships contribute to a natural focus on providing clients with relevant information so they can make better decisions. One of the most rewarding things for Erick is seeing clients fulfill their retirement and financial goals.

Erick is an active member of the Financial Planning Association and enjoys playing golf and beach volleyball in his spare time. He resides in San Diego, California, with his wife, Jami, and dogs, Moo and Tater.