Eric Soiland, CFP®, CIMA®, CIMC®

Managing Director

925.496.0157 [email protected]

As the Managing Director at Presidio Group Wealth Management, Eric Soiland, CFP® CIMA® specializes in retirement income planning, asset allocation and working with widows.

Having 38 years of experience, he is also known for his reliability, trustworthiness, and commitment to exceptional service. Eric is dedicated to helping individuals achieve their financial and life goals.

Eric's approach focuses on building long-term relationships with clients. He takes pride in understanding their unique needs and creating tailored financial plans that adapt as those needs evolve. Whether guiding clients through retirement planning or strategic investment decisions, Eric is committed to being a trusted advisor every step of the way.

A proud first-generation college graduate, Eric earned his Bachelor of Science in Business Administration from California Lutheran University. He holds certifications as a Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®), underscoring his dedication to professional growth and expertise.

Outside of his professional life, Eric enjoys spending time outdoors, whether working on an antique car he acquired or staying active with sports like pickleball. When not with clients or engaged in community activities, Eric values quiet moments at home with family, finding time to unwind and recharge. He believes in staying physically and mentally engaged through both work and personal activities, ensuring he continues to grow while helping others do the same.

CA Insurance License Number: 0A47105. Resident State CA.

925.496.0157 [email protected]

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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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