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Eric Swensen, CFP®, has a diverse work experience in the financial industry. Eric started their career at Levensohn Capital Management as a Trader in 2000, where they gained valuable skills for three years. In 2003, they joined Portola Group as a Trader for a brief period before moving on to Adero Partners in 2004. At Adero Partners, Eric held various roles, including Wealth Advisor | Principal and Chief Practice Officer. Currently, they continue to work at Adero Partners in a senior position.

Eric Swensen, CFP® completed their Bachelor of Science (BS) degree in Managerial Economics from the University of California, Davis in 2000. Prior to that, they attended the University of California, Berkeley from 1995 to 1997, but it is not specified whether they obtained a degree or completed a specific field of study during that time. Eric Swensen also holds the certification of Certified Financial Planner.