Eric Schwertley


After receiving his B.S. degree in management from Santa Clara University, Eric started working in the retirement plan industry. He earned his Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries, and has been helping employers design and manage retirement plans ever since, for over 20 years. Not only is Eric a technical resource relating to retirement plans, he has a passion for cars, and has become our local expert. Subscribing to 10 different magazines covering pre-war classics to new models, he is full of car facts. When not researching pension regulations or cars, Eric loves spending quality time with his family. He and his wife can often be found watching their twin daughters sing and play guitar, walking Charlie the dog, watching sports or escaping to Lake Tahoe to ski.