Eric Linser, CFA, is a San Francisco-based Private Wealth Manager with Green Valley Wealth Advisors, a boutique affiliate of Naples Asset Management Company, LLC, a federally registered investment advisor (RIA). Eric’s expertise is in providing comprehensive wealth management services such as investment counseling, financial planning, and retirement plan services to individuals, families, businesses, and foundations. A particular focus is on generating income for retirees, and keeping savers on track to fund future goals. For over two decades, Eric has helped provide wealth planning guidance so that his clients could achieve financially secure retirements. He is trained, experienced and credentialed to design and execute a plan that best meet your aims. Plan for your future; invest in what matters.