Adfi_logo

Eric LaNier | Financial Advisor

Profile img for Eric LaNier, financial advisor at Higher Impact Financial
Riverside, CA
Eric LaNier
Financial Advisor
Founder at
Higher Impact Financial

Verified Identity

Important Disclosures

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 overall financial picture to consider all facets of your life. That's what Higher Impact Financial is all about! I've walked through all sorts of market downturns the last several years and am equipped to help you with investing for the long-haul, even when things seem scary. I utilize a digital estate planning tool called Wealth.com for helping clients navigate the process of creating an estate plan. I work part-time for an accounting firm that can help you with your tax needs.
More

Specialties and Expertise

3
Tax Preparation
Trust Services
Portfolio Construction

Clientele

4
Business Owners
Inheritors
Teachers
Nurses

Credentials and Designations

1
credentialsImg

Series 66 - Uniform Combined State Law Exam

Education

1
California Baptist UniversityBachelor of Arts - EnglishYear Obtained: 2012

Job History

2
Higher Impact FinancialFinancial Advisor, Founder2022-Present
Edward JonesFinancial Advisor2019-2022
Quick Facts About Eric
Years of Experience:5 yearsMember since:2022Average Account Size:$75,000Number of clients:58

Services Provided

How I help my clients

Investment Management

service_img
More

Financial Planning

service_img
More

Retirement Planning

service_img
More

Tax Planning

service_img
More

Pricing Models

Flat Fee
Hourly Fee
AUM

Proof of License

SEC Profile
profile_picture
Riverside, CA
Eric LaNier
Financial Advisor
Founder at
Higher Impact Financial
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.