UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
6yrs
Eric Smith has worked in the financial industry for 6 years and is a financial advisor based in Walnut Creek, California. Eric has been with Mission Wealth Management since 2020. Eric holds the CFP® designation.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office1212 Broadway Plaza, Walnut Creek, CA 94596
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$3.16 million
Advisors at the firm137
States licensed ?1 state
Services through Mission Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2020 – nowMission Wealth Management, LPCurrent firm
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Mission Wealth Management at 805-882-2360 and ask for Eric Smith. Eric works from the Walnut Creek, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Eric hold?
No exams are listed on the official record.
Is Eric a fiduciary?
Eric is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Eric paid?
Mission Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wells Fargo Advisors
46yrs
Top 1% by experience in Walnut Creek
Independent Financial Group
46yrs
Top 1% by experience in Walnut Creek
Wells Fargo Advisors
45yrs
Top 1% by experience in Walnut Creek
Oneascent Financial Services
44yrs
Top advisor by experience at Oneascent Financial Services
Wells Fargo Advisors
43yrs
Top 1% by experience in Walnut Creek