Eric Andersen

Eric Andersen focuses on establishing a customized financial strategy that best fits the specific needs of his clients. As a Chartered Retirement Planning Counselor (CRPC), he assists his clients with asset management, wealth retention and transfer, education funding, and retirement planning. Through extensive planning he tailors his client’s financial plans and goals to help them work toward the lifestyles they deserve and desire.

After graduating from UC Santa Barbara with a Business Economics degree, Eric started his career with Merrill Lynch in 1998 in San Francisco. He moved to the Sacramento area in 2006 with his wife Krista and now has two sons, David and Charlie. In 2009, he joined two other Merrill Lynch advisors to launch a boutique investment planning firm that would eventually become Safe Harbor Pension & Wealth. Over the last five years, Eric has consistently been named as a Five Star Wealth Manager* by Sacramento Magazine, which is an award presented to less than four percent of wealth managers in the Sacramento area.

The Andersen family enjoys being healthy and active by skiing, hiking, biking, travelling, swimming, and spending quality time together, including time with the family pets. Being charitable and actively a part of non-profits in the community is the foundation of their family values.

*The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, and 2016,  Five Star Wealth Managers.