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Palo Alto - 540 Cowper St

Eric Berquist

JD

Wealth Advisor

540 Cowper St, Suite 100
Palo Alto, CA 94301

Eric Berquist

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Eric Berquist

Professional Certifications

  • JD – Juris Doctor

About Eric

Based in Palo Alto, Eric focuses his practice on investment management, financial counseling, and tax planning.

Education and Professional Milestones

- University of Pennsylvania - BA in International Relations

- Santa Clara University School of Law - JD, Cum Laude

- New York University School of Law - LL.M in taxation

- Investment Adviser Representative (Series 65)

- Has also worked as a tax attorney at law and accounting firms in the Bay Area

- Admitted to practice law in California and before the U.S. Tax Court

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