Broker Check
Eric Aanes, ChFC®

Eric Aanes, ChFC®

President and Founder


Eric is a regularly sought-after commentator on issues impacting investors. Eric’s media resume includes appearances on CNBC, Fox Business and ABC. He has been quoted in The Wall Street Journal Online, The, SmartMoney, Yahoo! Finance and various other media outlets.

Eric attributes much of his success in business to his background in tennis. “You learn how to dedicate yourself and have a vision of where you see yourself in the future." Much like advising clients you must have a plan and be committed to seeing the results play out over longer periods of time. What separates many of the successful investors and athletes is their passion, vision and dedication to work toward achieving results on a daily basis.

During his career of 22 years in the financial services industry, Eric has held senior management positions with multiple institutional asset managers. He attended Oklahoma State University on a tennis scholarship and later transferred to the University of Nevada, where he earned a Bachelor of Science degree in business administration from the Lee Business School. Eric holds the designation Chartered Financial Consultant.

A native of Oklahoma, Eric now resides in Marin County with his wife Shelley and two children. In his spare time, Eric continues to stay fit playing tennis and enjoys playing golf. He is on the board of the charitable organization Lifehouse, dedicated to serving developmentally disabled individuals.