With over 20 years of experience in financial services, I am committed to helping individuals, families, corporations, and endowments achieve their financial goals through strategic planning tailored to their long-term objectives. My approach focuses on understanding each client’s unique needs, including risk tolerance, asset allocation, tax efficiency, and wealth transfer strategies. Throughout my career, I have remained dedicated to helping clients build wealth, help preserve it, enjoy a comfortable retirement, and transfer it as efficiently as possible.

I earned a bachelor’s degree in finance from the University of Portland and hold the Accredited Asset Management Specialist (AAMS®) professional designation, along with applicable securities registrations.

Community involvement is a priority for me. I served as a board member for 11 years with Young Horizons Child Development Centers, including three years as Board Chairman. For the past eight years, I’ve also served on the finance committee at my children’s school. Outside of work, I enjoy coaching my sons, playing soccer, traveling, cooking, golfing, and spending time with my family. My wife, Julia, and I live in Long Beach with our children, Angelo and Gianluca.

CA Insurance License Number: 0E83880  Resident State:  CA

Eric is a seasoned financial advisor with over 27 years of experience helping individuals, families, and businesses achieve their financial goals. Known for a personalized and strategic approach, Eric specializes in retirement planning, investment management, wealth preservation, and tax-efficient strategies.

Eric’s career began at Morgan Stanley Dean Witter where he became a licensed financial advisor. He then worked at Citi Smith Barney for 10 years where he achieved the title of Vice President of Investments and became a member of the President’s Advisory Council while growing a successful practice. In 2008, Eric moved his practice to Wachovia/Wells Fargo Advisors where he happily remains today.

Throughout nearly three decades in the industry, he has built a reputation for integrity, insight, and long-term client relationships. Eric combines deep market knowledge with a client-first philosophy, tailoring solutions to meet the unique needs of each portfolio.

Outside of the office, Eric and his wife Jennifer spend much of their time supporting the very active athletic lives of their three children. Aside from family always being the number one priority, Eric and Jennifer also support a variety of charities and businesses. Bettering the lives of children and helping people overcome addiction & mental health struggles are causes they are most passionate about.

 CA Insurance License Number: 0C51160. Resident State: CA

I have over 25 years of experience working with clients in the financial industry. I joined the Picarelli Swanson Wealth Management Group as a Senior Client Associate in 2021. I have an extensive background in client relationship management, acting as a liaison for clients and their advisor, and providing top-notch client service. I am responsible for scheduling account reviews and supports the team in a variety of administrative, operational work and client service responsibilities.

I am bilingual and fluently speak English and Spanish. I have a passion for adventure and exploration. I enjoy traveling, hiking, stand up paddle boarding, yoga and enjoy spending time with my family. 

I am available to serve your needs from 6:30am to 3:00pm PST M-F

I bring over 20 years of experience in the financial services industry.  I focus on striving to ensure excellent service is provided with every client experience. I am dedicated to our clients and the team and bring a positive, caring attitude to each interaction.  As part of my role on the team, I assist with all operational and administrative inquiries to help the team meet the day-to-day client needs.

I am bilingual and fluently speak English and Spanish.  In my spare time I enjoy playing soccer, and spending time with family and friends.

I am available to serve your needs from 7:30am to 4:00pm PST M-F.

I’m currently a Client Associate, bringing with me a wealth of experience from previous roles. Prior to this position, I spent nine years managing the office of a technology manufacturing company, where I sharpened my skills in organization, efficiency, and leadership. I’ve also spent six years in REO asset management, developing valuable expertise in real estate and property oversight.

Outside of my professional life, I’m a devoted wife to Mario Picarelli (Senior Vice President – Investment Officer) and proud mother to two energetic boys, Angelo and Gianluca. I enjoy traveling with my family, cheering on soccer games, cooking, and spending time outdoors. Passionate about balancing career and family, I thrive in dynamic environments where I can apply my talents while embracing life’s adventures

I am available to serve your needs from 8:00 am to 1:00pm PST M-TH.