Eric LaNier

Riverside, CA

Verified Identity

Founder at

Higher Impact Financial

Years of Experience

5 years

Number of Clients

Average Client Size

$75,000

Member Since

2022

Allow Me to Introduce Myself

A new type of financial advisor for a new generation. I have an integrated approach to wealth management. I place a large emphasis on estate, tax and financial planning when working with my clients. Many advisors focus solely on your investment portfolio. While important, it's critical for your over...

Clientele

Business Owners

Inheritors

Teachers

Nurses

Services Provided

Investment Management

Financial Planning

Retirement Planning

Tax Planning

Specialties and Expertise

Tax Preparation

Trust Services

Portfolio Construction

Credentials and Designations

Series 66

Series 66 - Uniform Combined State Law Exam

Click to learn more

Pricing Models

Flat FeeHourly RateAUM

Education

California Baptist University

Bachelor of Arts - English

Obtained in 2012

Previous Work Experience

Higher Impact Financial

Financial Advisor, Founder

2022 - Present

Edward Jones

Financial Advisor

2019 - 2022

Advisor Links

𝕏

Advisor Website

Disclosures and Proof of License

SEC Profile

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