Eric Davalos
Wealth Advisor at Auric Capital Partners
Based in Aliso Viejo, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Aliso Viejo
Industry
Financial Services
Company size
12
Contact information
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e•••••••@auriccapital.com
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Background
About Eric Davalos
Eric Davalos Wealth Advisor, Auric Capital Partners Eric works closely with clients to create personalized wealth management strategies that align with their unique goals and life plans. He’s passionate about building lasting relationships and providing clear, thoughtful guidance to help clients feel confident about their financial future—whether they’re planning for retirement, growing a business, or navigating a major life transition. Before joining Auric Capital Partners, Eric was a Wealth Management Advisor at Merrill Lynch, where he began working with clients in 2017. He earned his degree from the Orfalea College of Business at Cal Poly San Luis Obispo and holds both the Chartered Retirement Planning Counselor℠ (CRPC®) and Certified Exit Planning Advisor (CEPA) designations. He also holds his Series 7 and Series 66 licenses. Eric lives in Orange County, California with his wife, Jane, and their three children. Outside the office, he enjoys spending time with his family, golfing, and staying active in the local community.
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