LIfetime Planning Inc.
1200 Paseo Camarillo, Suite 190
Camarillo, CA 93010
Eric S. Smith, JD, and CFP® practitioner, received his law degree from Pepperdine University in Malibu in 1997, and his BA from the University of California, San Diego in 1995. He studied in Spain for one year and is conversant in Spanish. Prior to coming to the firm, he was a contract counsel for the County of San Diego. He has been a securities dispute arbitrator for FINRA (formerly NASD) and taught retirement planning classes for Cal Lutheran's MBA program. Eric specializes in retirement income planning. In his spare time, Eric enjoys aikido, hiking, and soccer with his children.
Cornerstone Wealth Management and its DBAs are separate entities from LPL Financial.