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Eric Lai, CFP

Archvest Wealth Advisors

Certified Financial Planner in Walnut Creek, CA

http://www.archvestwa.com

Address:
2820 Shadelands Dr Ste 130
Walnut Creek, CA 94598
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About Eric Lai

Eric Lai is a financial professional at Archvest Wealth Advisors located in Walnut Creek, California. Eric Lai holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Eric Lai provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Eric Lai
2820 Shadelands Dr Ste 130
Walnut Creek, CA 94598

Phone Number: Click to Show
Website: http://www.archvestwa.com

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