Suddenly Single Wealth Management® When Major Life Change Requires a Financial Co-Pilot

CONNECT

Address:

1504 Viscaino Road, P O Box 963
Pebble Beach, CA 93953

Phone:

831-645-9300

Wealth Management Skills

EDUCATION AND TRAINING RELATED TO WEALTH MANAGEMENT:
 

Ms. Eckerson holds a MBA and a MS (Finance, International Business) and is a graduate of the Morgan Stanley Dean Witter Graduate Estate Planning course.  Ms. Eckerson has also taught both graduate and undergraduate business courses at California State University, Fresno. 


Ms. Eckerson has been in the Financial industry for more than 25 years, worked as a financial advisor in a major brokerage house, and ran the investment offices of a major bank before founding her own business more than15 years ago.  


Ms. Eckerson's business focus is on helping financially independent WOMEN work toward achieving their personal  and financial goals through an educational, empowering, partner approach.