Eric Daniel is a Senior Registered Client Associate at Encore Investment Consultants and brings over 20 years in the financial industry. He started his career with Wells Fargo Bank in 2001 and, while working for the retail side of Wells Fargo, obtained his series 7 and 66 brokerage licenses as well as his Accident and Health, Life and Variable Insurance Licenses (CA Insurance License# 0H42940). Eric’s breadth of knowledge and experience is used as a bridge to help clients traverse the often complex administrative side of financial services.
Eric’s main focus is providing excellent customer service to our clients and operational services. Eric is the main contact for anything operational. This includes opening of accounts, maintaining accounts, updating beneficiary information, answering operational questions, cash movement and other administrative duties.
Away from the office Eric likes to spend time with family and friends: You can often find Eric, his wife Jennifer and son David escaping to “the happiest place on earth” (Disneyland). It is their favorite vacation getaway! Eric also finds time to volunteer in David’s classroom, coach baseball and other sports. He is an avid outdoorsmen and enjoys camping, fishing and other outdoor activities.
Registered States: AK, AL, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, MO, NC, NE, NV, NM, OK, OG, TX, VA, WA, WY
CA Insurance License Number: 0H42940. Resident State CA
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