Eric Soiland, CFP^®, CIMA^®, CIMC^®

As the Managing Director at Presidio Group Wealth Management, Eric Soiland, CFP^® CIMA^® specializes in retirement income planning, asset allocation and working with widows.

Having 38 years of experience, he is also known for his reliability, trustworthiness, and commitment to exceptional service. Eric is dedicated to helping individuals achieve their financial and life goals.

Eric's approach focuses on building long-term relationships with clients. He takes pride in understanding their unique needs and creating tailored investment plans that adapt as those needs evolve. Whether guiding clients through retirement planning or strategic investment decisions, Eric is committed to being a trusted advisor every step of the way.

A proud first-generation college graduate, Eric earned his Bachelor of Science in Business Administration from California Lutheran University. He holds certifications as a Certified Financial Planner^® and Certified Investment Management Analyst (CIMA^®), underscoring his dedication to professional growth and expertise.

Outside of his professional life, Eric enjoys spending time outdoors, whether working on an antique car he acquired or staying active with sports like pickleball. When not with clients or engaged in community activities, Eric values quiet moments at home with family, finding time to unwind and recharge. He believes in staying physically and mentally engaged through both work and personal activities, ensuring he continues to grow while helping others do the same.

CA Insurance License Number: 0A47105. Resident State CA.