Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Risk Management Strategies, Estate Planning, Business Succession Planning, Business Owners, College Funding Strategies, Financial Education, Group Benefits
Eric was born and raised in San Carlos, CA and graduated from Carlmont High School. He received his bachelor’s degree in Financial Mathematics and Statistics from University of California, Santa Barbara. In 2008, Eric joined the financial services industry and began building his practice here in the Bay Area.
Eric holds his life insurance license, FINRA Series 7 and Series 66 registrations. He also holds the industry designation of Certified Financial Planner (CFP®).
Eric launched his financial services career in the employer-sponsored retirement plan market assisting public schools, hospitals, non-profits and municipalities/governmental entities. Eric was introduced to the public school market by his sister, an elementary school teacher in Foster City, and began focusing on retirement planning in the education sector. In less than 5 years, Eric helped over 300 teachers throughout the Bay Area design, customize, and implement retirement plans to supplement their state provided pensions.
While Eric still works with many educators, he now focuses his practice on working with young professionals who are starting families, in addition to pre-retirees who are anywhere from 5-15 years away from retirement.
Eric is passionate about being available to his clients and serving as a sounding board for their financial decisions. Eric prides himself on being a comprehensive financial planner as he works with his clients on building strategies that encompass both insurance and investments. Eric also leverages his network of industry experts and refers his clients to others that handle matters he does not, such as CPAs and estate attorneys.
Eric is President of the Greater Bay Area Chapter of the National Association of Insurance and Financial Advisors (NAIFA). He is also an Eagle Scout and is a lifetime member of the National Eagle Scout Association (NESA).
Eric lives in Pleasant Hill with his wife, Julia, where they love to explore new restaurants with family and friends. Eric spends his free time playing golf, basketball, tennis, snowboarding, and surfing.
Eric Gross is a Registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC., member SIPC, (3003 Oak Road, Suite 250, Walnut Creek, CA 94597, Phone: 925-979-2300). Grodin Financial & Insurance Services is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
University of California, Santa Barbara
Affiliations & Memberships
National Association of Insurance and Financial Advisors (NAIFA)
National Eagle Scout Association (NESA)
Check the background of this investment professional on FINRA’s BrokerCheck
3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541