Eric Owens

Financial Advisor

Eric believes the foundation of a successful client/advisor relationship is through mutual trust and respect.  He is deeply committed to helping his clients pursue their long-term financial goals. Having earned the Accredited Asset Management SpecialistSM (AAMS®) designation, Eric has received in-depth training on providing a comprehensive approach to wealth management, risk mitigation strategies, and investment planning to individuals, families, and small businesses. 

Eric utilizes the vast resources of Stifel to deliver tailored financial strategies designed to address his clients’ specific needs.  He works systematically to meet his clients’ expectations with outstanding service and transparency, with the intention of being their financial advisor for life. 

Prior to beginning his financial services career in 2017, Eric had various roles within the mortgage finance industry.  He earned a B.B.A. from San Diego State University (SDSU), where he was a member of the Surf Team.