Eric Moist is a wealth management financial advisor based in Costa Mesa, CA.

Specializing in financial planning and personalized wealth management, Eric develops investment strategies aligned with clients’ goals and risk profile. He manages portfolios, retirement planning, and investment analysis while collaborating with clients, colleagues, and external partners to deliver guidance across asset allocation, tax efficiency, estate planning, and risk management.

Eric has built his career in financial services, most recently as a financial solutions advisor with Merrill Lynch and earlier as a financial advisor with True Path Financial, where he developed investment strategies and managed client portfolios. He also served six years in the U.S. Army as a paratrooper.

Eric enjoys reading and attending Mass and spends his free time outdoors, especially camping. He is also an avid hockey fan and enjoys watching games when he can.