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 particular focus on working with pre-retirees, retirees and widows. His expertise spans retirement income planning, asset allocation, and comprehensive financial guidance tailored to each client’s evolving needs. Eric’s approach goes beyond investment strategies—he provides a steady, guiding hand during times of change, helping to ensure his clients feel informed, supported, and confident in their decisions. Eric believes that investment planning should be a personal and collaborative experience. He takes the time to truly understand his clients, many of whom are transitioning into retirement or managing significant life changes. His role is not only to provide financial strategies but also to connect clients with trusted professionals in tax planning, insurance, real estate, health care, social security planning, long-term care and estate management—whatever is needed to help ensure their financial well-being. His clients appreciate his thoughtful approach, knowing they have a trusted advocate who is always looking out for their best interests. Throughout his career, Eric has built a reputation for his integrity, honesty, and commitment to long-term financial success. He values transparency and consistency, always following through on his commitments and striving to exceed expectations. His philosophy is centered on delivering reliable guidance, focusing on steady financial growth rather than short-term gains. A firm believer in lifelong learning, Eric continues to expand his knowledge in both finance and behavioral science, ensuring he provides his clients with insights that align with both the numbers and the emotions behind financial decision-making. Eric earned his Bachelor of Science in Business Administration from California Lutheran University and holds prestigious certifications as a Certified Financial Planner (CFP®) professional and Certified Investment Management Analyst (CIMA®). His career has been shaped by resilience, adaptability, and a deep sense of responsibility toward the people he serves. Beyond his work, Eric is an active member of the Brentwood Rotary Club, where he contributes to community initiatives and mentorship programs. He enjoys staying active outdoors, playing pickleball, and working on a meaningful personal project—restoring his late father’s antique car. Whether in his professional or personal life, Eric remains dedicated to growth, service, and building lasting relationships that help others thrive. Presidio Group Wealth Management 8660 Brentwood Blvd., Suite G Brentwood, CA 94513 (925) 496-0157 📧 eric.soiland@wfafinet.com 🌐 www.presidiogroupwm.com