Eric C. Pritz, CFP®, is a Senior Partner with SEIA. He has been providing financial advice and wealth management services to high net worth individuals, organizations, and companies since 2004 and has been active in the financial industry since 2001.
His ongoing success is attributed to his passionate commitment to the financial well-being of his clients. He is also an executive member of The LA25, an entrepreneurial group of wired South Bay professionals. Additionally, Eric serves on the board of directors as treasurer of The LA25 Foundation, a charitable organization, dedicated to improving the lives of children through education and the arts. Eric has been a resident of Manhattan Beach since 2003 along with his wife, daughter, and son.
He received his Bachelor of Arts degree in Business Economics from the University of California, Santa Barbara. In 2007, he received the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. Eric is a licensed independent insurance broker with Signature Comprehensive Insurance Services, LLC (SCIS) and a licensed insurance agent (CA Ins. License #0E55966).
The Forbes 2022, 2023 and 2024 ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded in April of 2022, 2023 and 2024, respectively, and based on an evaluation process conducted by SHOOK Research in partnership with Forbes during the periods 6/30/20 – 6/30/21, 6/30/21 – 6/30/22 and 6/30/22 – 6/30/23, respectively. SEIA paid post award fees for licensing rights. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. Advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.