Eric Swanson, CFP®
Executive Director | Wealth Management

805.409.8150
Westlake Village

Eric Swanson joined One Capital as an Executive Director in 2025, bringing more than 20 years’ experience as an investment advisor and CERTIFIED FINANCIAL PLANNER™. Previously, he served as a vice president/advisor at EP Wealth Advisors. Prior to that, he was an advisor with Transamerica Financial Advisors.

Eric graduated with a Bachelor’s degree in Psychology from California State University, Chico.