Eric Lochner Email & Phone Number
Owner and Financial Advisor
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Eric Lochner Location
- Portland, OR, US
Eric Lochner Work
- Owner and Financial Advisor @ Lochner Wealth Management (March 2021 - Present)
- Financial Advisor @ Financial Advocates Investment Management (March 2021 - Present)
- Lead Advisor @ (November 2018 - March 2021)
- Managing Partner and Financial Advisor @ Beacon Rock Partners (December 2002 - November 2018)
- Strategic Planner @ (April 1999 - April 2002)
- Consultant @ Lochner Engineering (May 1995 - March 1999)
- Senior Design Engineer @ (April 1990 - April 1995)
Eric Lochner Education
- Stanford University
Master of Science (MS) (Electrical Engineering)
1987-1989 - Tufts University
Bachelor of Science (B.S.) (Electrical Engineering)
1983-1987
Eric Lochner Skills
- Retirement Planning
- Investments
- Wealth Management
- Strategic Financial Planning
- Mutual Funds
- Portfolio Management
- Retirement
- Financial Analysis
- Investment Advisory
- Asset Allocation
- Asset Management
- Financial Advisory
- Financial Planning
Eric Lochner Summary
- Eric Lochner, based in Portland, OR, US, is currently a Owner and Financial Advisor at Lochner Wealth Management. Eric Lochner brings experience from previous roles at Financial Advocates Investment Management, Cable Hill Partners, Beacon Rock Partners and Intel Corporation. Eric Lochner holds a 1987 - 1989 Master of Science (MS) in Electrical Engineering @ Stanford University. With a robust skill set that includes Retirement Planning, Investments, Wealth Management, Strategic Financial Planning, Mutual Funds and more. Eric Lochner has 1 mobile phone numbers on RocketReach.
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