Eric Davalos, CRPC®, CEPA®

Wealth Advisor

Eric focuses on delivering personalized wealth management strategies that align with each client’s unique goals. He is committed to providing exceptional service and experienced guidance to help clients achieve both short- and long-term objectives.

Prior to joining Auric Capital Partners, Eric was a Wealth Management Advisor with Merrill Lynch, where he served clients beginning in 2017. He earned his bachelor’s degree from the Orfalea College of Business at Cal Poly San Luis Obispo and holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning as well as the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute. He also maintains his Series 7 and Series 66 licenses.

Eric lives in Orange County, California with his wife, Jane, and their three children.