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Eric Soiland

Eric Soiland

Brentwood, CA
Verified Identity

Managing Director at

Presidio Group Wealth Management

Years of Experience

38 years

Number of Clients

85

Average Client Size

$500,000

Member Since

2025

Allow Me to Introduce Myself

Eric Soiland, CFP® CIMA® Managing Director, Presidio Group Wealth Management With nearly 40 years of experience in wealth management, Eric Soiland, CFP® CIMA®, is a dedicated advisor who helps individuals navigate the financial complexities of retirement and major life transitions. He has a particul...

One thing I want my clients to know about me is...

I believe, as a financial advisor, it's my duty to always do what is best for clients, to be fully transparent and provide access to all of the 'best of class' investments we can find. But ultimately, investment planning strategies depend on strong relationships formed through trust and shared values.

Clientele

Retirees
Surviving Spouses
Business Owners
Divorcees

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Fees Information

Education

California Lutheran University

Bachelors of Science, Business

Obtained in 1981

Previous Work Experience

Wells Fargo Advisors-Private Client Group

Vice President- Investment Officer/ Branch Supervisor

2007 - 2020

Morgan Stanley

Associate Vice President- Investments

1998 - 2007

Disclosures and Proof of License

SEC Profile
FINRA BrokerCheck

Advisor Disclosure

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.

Member FINRA/SIPC

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile Last Updated: January 6, 2026