Eric Lochner Email & Phone Number
Owner and Financial Advisor
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Eric Lochner Location
- Portland, OR, US
Eric Lochner Work
- 2021 -now Owner and Financial Advisor @ Lochner Wealth Management
- 2021 -now Financial Advisor @ Financial Advocates Investment Management
- 2018 -2021 Lead Advisor @
- 2002 -2018 Managing Partner and Financial Advisor @ Beacon Rock Partners
- 1999 -2002 Strategic Planner @
- 1995 -1999 Consultant @ Lochner Engineering
- 1990 -1995 Senior Design Engineer @
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.
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Eric Lochner
Chief Executive Officer
United States
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