Waddell & Reed

Eric D Brown

Eric D BrownWhatever your life stage, savings level or goals, I offer retirement plan types designed to meet your needs. Depending on your situation, a traditional or Roth IRA can offer tax advantages and serve as primary or supplemental retirement savings vehicles.

We believe retirement is a reward for a life well lived. But reaching the milestone isn't something that just happens; it takes long-term strategic planning. Together, we can work to create an investment plan designed to help you.


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Service Area

San Diego City, San Diego County, and Palm Springs, California.

Portland, OR Metropolitan Area.

Contact Us

Waddell & Reed
Eric D Brown

Phone:
(619) 780-6780

670 20th Street
San Diego, CA 92102

Email: ericbrown@wradvisors.com
Web: ericbrown.wradvisors.com

Member of the CaCPC

I am member of the San Diego South Advisory Board with the California Care Planning Council.