Meet Eric
Eric is a Wealth Advisor in San Jose, California. He joined Mercer Advisors in 2022 after serving as Financial Consultant at Fidelity Investments and Financial Advisor at Morgan Stanley. He began his wealth management career in 2015. Eric spent seven years in the NFL where he became acutely aware of a sobering reality: Many players lacked the financial knowledge needed to protect what they had worked so hard to earn. Determined to be part of the solution, he earned a MBA from The George Washington University and became a CERTIFIED FINANCIAL PLANNER® professional.
Eric’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Eric has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Concentrated stock positions that require strategic diversification and tax efficiency
- Supporting professional athletes in building lasting wealth from short, high-earning careers, including through NIL (Name, Image, Likeness)
- Advising tech professionals, including experience with clients at NVIDIA, Apple, AMD, BOX, Supermicro
His working style
Eric’s approach is deliberate and systematic — centered on steadily guiding clients toward their goals, maintaining disciplined execution, and ensuring ongoing accountability. Trust is built by doing what he says he will do and by fulfilling that commitment consistently.
Eric in real life
What keeps you busy outside of work?
I enjoy cycling, coaching my children’s sports teams, and serving on nonprofit boards.
How do you give back?
Whether hosting a CSA (community supported agriculture) pickup site for a local farm or partnering with local businesses to support enriching learning environments for bilingual schools, I value staying deeply connected to the people and communities I serve.
Any words you try to live by?
Enjoying it is not a requirement for doing it.
Eric’s snapshots
Meet Eric’s Teammates
Tony Bullocks
Client Service Specialist
What Eric Says
Tony anchors our work with clarity, balance, and thoughtful execution as we continuously refine and elevate our approach.
Articles by Eric
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