Eric Linser, CFA, is a San Francisco-based Private Wealth Manager with Green Valley Wealth Advisors, an independent registered investment advisory (RIA) affiliate of Naples Asset Management.
Since the 1990s, Eric has been actively involved in investment portfolio management, securities research, and providing wealth planning guidance for clients to achieve successful and financially secure retirements.
Eric provides enlightening and ongoing economic and financial education and commentary through this web log.
Eric’s expertise includes providing comprehensive fiduciary investment counseling and active asset management to individuals, families businesses and eleemosynary institutions. A particular focus is on generating income for retirees.
Eric coordinates with other professionals to provide a comprehensive viewpoint, especially for advanced wealth transfer techniques.
Eric’s permeating view is that, as an investment advisor, he should deliver solid asset growth while minimizing risk, and to tailor investment opportunities based on variable client needs. “Wealth management is a triumvirate of sound investment, estate planning and tax management,” states Eric. “Smart estate and tax planning schemes go to waste if one’s investment assets fail to grow over time.”
Eric’s life-long passion for investing led him on a path of being a securities trader, analyst, research director and portfolio manager, having worked at registered investment advisory firms, a large bank and a wirehouse. Along the way, Eric recognized there are too many people who lack the knowledge and guidance necessary to achieve a successful and financially secure retirement. Eric felt compelled to provide savers and investors with more knowledge and counseling around wealth management. To that end, Eric founded Green Valley Wealth Advisors in 2009, an independent investment advisory practice.
In 2016, Eric merged his wealth advisory practice with Naples Asset Management Company LLC, a federally registered investment advisor (CRD #133978).
The firm offers a variety of financial services to the investing public. To learn more about Naples Asset Management, please visit their website at www.NaplesAM.com.
Eric is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Society of San Francisco. Eric grew up in the Buckeye state, earned his Bachelor of Business Administration in Finance from Kent State University, heeded Horace Greeley’s words (Go West, young man) and has lived in California ever since, currently in San Francisco with his wife and two sons. Eric is a cycling enthusiast and enjoys the great outdoors.
Eric is available for interviews on economic, market and wealth management topics, as well as speaking on workplace education for employer-sponsored retirement savings plans.
Whether you are looking for a quick quote, a new twist on an old subject, or in-depth analysis on issues facing investors and their wealth, Eric can help you with timely insights. Media professionals, as well as individuals interested in savings and investments, who would like additional information or would like to arrange a conversation, please contact Eric at Eric @ GVWealth.com or +1 (415) 689 5721.
Articles & Contributions
Keep Calm, Carry On (Covestor, June 27, 2016) – http://investing.covestor.com/2016/06/brexit-keep-calm-carry
The Ties That Bind Stocks and Oil (Fox Business News, Feb. 22, 2016) – http://www.foxbusiness.com/markets/2016/02/22/ties-that-bind-stocks-and-oil.html
Forget China. Focus on Fed and Bonds (Covestor, Jan. 21, 2016) – http://investing.covestor.com/2016/01/forget-china-focus-fed-credit-markets
Talks of Dow-DuPont Merger: Futuristic Powerful Mergers Can Help to Reshape the US Corporates (Venture Capital Post, Dec. 14, 2015) – http://www.vcpost.com/articles/112197/20151214/talks-dow-dupont-merger-futuristiic-powerful-mergers-help-reshape-corporates.htm
Will Santa be Kind to Investors Post-Rate Hike? (Covestor, Nov. 30, 2015) – http://investing.covestor.com/2015/11/will-santa-kind-investors-post-rate-hike
Brazil’s Petrobras: A Buying Opportunity? (ThinkAdvisor, Feb 13, 2015) – http://www.thinkadvisor.com/2015/02/13/brazils-petrobras-a-buying-opportunity
The Bull Market in Stocks is Far From Over (Before It’s News, Sep. 12, 2014) – http://growing-fast.beforeitsnews.com/financial-markets/2014/09/the-bull-market-in-stocks-is-far-from-over-2767212.html
August: All’s Well That Ends Well (Seeking Alpha, Sep. 9, 2014) – http://seekingalpha.com/article/2480055-august-alls-well-that-ends-well
Salesforce Stock Climbs on Great Expectations (CRM Buyer, Aug. 22, 1014) – http://www.crmbuyer.com/story/80936.html
DuPont Expects Farm Business to Pick Up After Severe Winter (Reuters, Apr. 17, 2014) – http://www.reuters.com/article/us-dupont-results-idUSBREA3G0KG20140417
Chemical Maker FMC Splits Farm Business and Mineral Unit (Reuters, Mar. 10, 2014) – http://www.reuters.com/article/fmccorp-divestiture-idUSL3N0M73DL20140310
Sitting Here in Limbo (Covestor, Nov. 16, 2011) – http://investing.covestor.com/2011/11/sitting-here-in-limbo
Philip Morris Stock Has the Right Stuff (iStockAnalyst, Aug. 30, 2011) – http://www.istockanalyst.com/finance/story/5387066/philip-morris-stock-has-the-right-stuff-eric-linser
Plenty of Opportunity for Investors Despite Regional Conflicts (Seeking Alpha, Mar. 3, 2011) – http://seekingalpha.com/article/256183-plenty-of-opportunity-for-investors-despite-regional-conflicts
Munis Poised to Fall Off a Cliff? Hardly…Here’s How to Tell the Good From the Bad (Seeking Alpha, Jan. 12, 2011) – http://seekingalpha.com/article/246116-munis-poised-to-fall-off-a-cliff-hardly-heres-how-to-tell-the-good-from-the-bad
Just One Stock: Earnings Growth, Yield, and Leadership in Lithium Production (Seeking Alpha, Dec. 31, 2010) – http://seekingalpha.com/article/244314-just-one-stock-earnings-growth-yield-and-leadership-in-lithium-production
Wary Investors Question Intel’s Newest Farm Team (The Street, Jun. 3, 1999) – http://www.thestreet.com/story/752564/1/wary-investors-question-intels-newest-farm-team.html
Amazon.com Wallops Wall Street (The Street, Apr. 28, 1999) – http://www.thestreet.com/story/739539/1/update-amazoncom-wallops-wall-street.html
Intel Takes the Mantle of Tech Stock to Watch (The Street, Apr. 13, 1999) – http://www.thestreet.com/story/735510/1/intel-takes-the-mantle-of-tech-stock-to-watch.html