CoverProfile

Eric Lai

CEO, Associate Financial Advisor, President & Co-Founder

Archvest Wealth Advisors

United States, California, Concord

About Me

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.

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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