Eric J. Linser, CFA
"If you ask me to name the proudest distinction of
Americans, I would choose -- because it contains all the others -- the
fact that they were the people who created the phrase "to make money." No
other language or nation had ever used these words before; men had
always thought of wealth as a static quantity -- to be seized, begged,
inherited, shared, looted or obtained as a favor. Americans were the
first to understand that wealth has to be created." ~ Ayn Rand
Chief Investment Officer
After the better part of two decades as a successful financial advisor, Eric felt a need to provide individual investors with more knowledgeable guidance and counseling around wealth management. To that end, he built an investment advisory practice around honesty, integrity and experience.
Eric is a Chartered Financial Analyst (CFA) charterholder and has been actively involved in investment management, research, and providing financial advice since 1990. Eric believes that to be an exceptional advisor, one must instill confidence, build trust, and exhibit integrity to current and prospective clients alike.
His life-long passion for investing led him on a path of working with registered investment advisory (RIA) firms and larger firms such as Merrill Lynch and Wells Fargo, until he had an awakening moment and realized there were many people who were utterly lacking the knowledge and guidance necessary to achieve a successful retirement. He established Green Valley Wealth Advisors, a fee-only RIA, to assist individuals, families, and businesses in need of sound counsel.
Eric received his Bachelor of Business Administration degree in Finance from Kent State University where he graduated cum laude. He is a member of the CFA Institute, the CFA Society of San Francisco, and a former member of the NASDAQ Institutional Advisory Counsel.
Eric lives in San Francisco with his wife and young son (see the picture to the right); they're his inspiration. Eric enjoys bicycling, backpacking, and time with family and friends.
(For a more complete background, you may view Eric's biography as a PDF by clicking here.)
Eric is available for interviews on economic, market and wealth management topics. He writes investment and economic commentary, white papers, and blogs on this website under the Commentary section. 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 who need additional information or who would like to arrange an interview, please contact Eric at email@example.com or 415-689-5721.
Disclaimer: All articles are for informational purposes only and do not constitute offers/solicitations to sell or purchase any security or investment product or service; this information is provided solely for your personal use and is not intended to be investment advice; all investments are subject to risks, including possible loss of the principal amount invested; diversification does not protect against a loss in a declining market or ensure a profit; stocks of companies in emerging markets are generally more risky than stocks of companies in developed countries; foreign investing involves additional risks including currency fluctuations and political uncertainty; prices of mid- and small-cap stocks often fluctuate more than those of large-company stocks; investments in bonds are subject to interest rate, credit, and inflation risk; past performance is no guarantee of future results; nothing constitutes tax or legal advice; investment products described herein are not bank deposits; are not insured by the FDIC or any other governmental entity; are neither obligations of, nor guaranteed by Green Valley Wealth Advisors, LLC. We are not responsible for the accuracy or content on third party websites; any and all links are offered only for use at your own discretion; and our privacy policies do not apply to linked websites.