Eric has a strong desire to serve others by developing caring and compassionate relationships. As an advocate for clients, he always puts their best interests first. He is committed to working together to create personalized strategies and a pathway towards accomplishing their life plans, whether for retirement, college, investment planning, cash-flow, estate planning, or other challenges.


Eric Lai
CEO, Associate Financial Advisor, President & Co-Founder
Archvest Wealth Advisors
United States, California, Concord
About Me
Profile Information
CEO, Associate Financial Advisor, President & Co-Founder
Archvest Wealth Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Concord
California
United States
Aug 15, 2024
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