Eric LaNier
Riverside, CA
Verified Identity
Founder at
Higher Impact Financial
Years of Experience
5 years
Number of Clients
58
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 - 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
Disclosures and Proof of License
SEC Profile
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