Designations and Licenses

Eron holds the Chartered Financial Analyst^® designation and is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Eron helps high-net-worth individuals, families and business owners identify and achieve their financial goals. Prior to joining Mariner, he was the portfolio manager at an investment advisory firm in Carlsbad, Calif., where he was responsible for development and implementation of the firm’s investment strategy. He has also served clients as part of the investment management team within Wells Fargo Private Bank’s San Diego office.

He has a bachelor’s degree in finance from the University of Arizona. He is a member of the CFA Society San Diego and the San Diego Financial Planning Association’s NexGen group.

Personal Interests

Eron has volunteered with Junior Achievement of San Diego’s BizTown and Finance Park programs designed to foster work-readiness, entrepreneurship and financial literacy skills. He has also volunteered with ProKids | The First Tee Oceanside.