About Me

Eric Zurbrugg believes that understanding the “why” will best inform the “how” when building investment plans for clients. He helps clients explore their underlying motivators as part of his qualitative approach. Eric provides customized investment and life plans for clients to ensure that their wealth is managed, protected, and transitioned with care.

Eric began his career in financial services at Wells Fargo Bank as a personal banker. After managing branch locations in Santa Monica and Marina Del Rey, he became a private banker and later transitioned to Wells Fargo Advisors in 2017, as a financial advisor. Eric completed his B.A. in Economics at the University of Southern California and earned his Certified Financial Planner (CFP®) from UCLA.

Eric serves as Co-Chair of the USC Economics Leadership Council, which provides career guidance to students and alumnae, as well as hosts networking events with thought leaders in the economics industry. Eric resides in Playa del Rey with his wife, son, and daughter. Away from the office, he enjoys hiking, golfing, skiing, and coaching AYSO soccer.

CA Insurance License #0E87748.  Resident State: CA.