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My Approach
We are an independent advisory firm, walking shoulder-to- shoulder with you to demystify life's complex decisions. Viento is Spanish for “wind”: the quiet, steady, dynamic power that reliably moves you forward. Just as wind fills a sail, sound planning should be the invisible force backing your life.
The Clients I Serve
Business Owners, Executives, GenX, Government & Military, High Earning First Generation, LGBTQ+, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Disaster Recovery, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, First Job and Career Entry, Funding Education, Getting Married and Starting a Family, Identity Theft or Bankruptcy, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We serve individuals and families moving through life’s biggest transitions. When you call us, you'll speak directly to Eric, not a junior associate or admin. We'd love to talk with you about: Building wealth: Funding education, buying a home, starting a family, shifting careers. Navigating change: Sabbaticals, caring for aging parents, selling a business. Securing a legacy: Retirement, estate coordination, multi- generational wealth.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.